Total Portfolio Approach
December 2025 | Kate Dumas, CFA
A challenger to traditional asset allocation gains ground. What it asks of governance and structure.
Soundings
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Thanksgiving
November 2025 | Kate Dumas, CFA
"The root of joy is gratefulness...It is not joy that makes us grateful; it is gratitude that makes us joyful.” ― David Steindl-Ras
The Rising Tide
November 2025 | Kate Dumas, CFA
Bonds are having their best year since 2020 — but the reward for active risk-taking has rarely been thinner.
How Many Lightbulbs Does It Take to Power AI?
November 2025 | Kate Dumas, CFA
What does an AI query actually cost in water and electricity? The honest answer: it's hard to say.
The Future is Female
November 2025 | Kate Dumas, CFA
Trillions in wealth are set to pass to women first. Are advisers ready to meet them where they are?
Concentration – Part Deux (et Trois)
October 2025 | Kate Dumas, CFA
Index funds now own half the market. A closer look at what that concentration really means.
How We Do It
October 2025 | Kate Dumas, CFA
A behind-the-scenes look at the Monday meeting that shapes every one of these posts.
Calling a Spade a Spade
September 2025 | Kate Dumas, CFA
Why Microsoft can borrow more cheaply than the U.S. government — and what that says about credit and trust.
What happens after a national mid-life crisis?
September 2025 | Kate Dumas, CFA
If the U.S. matures like Europe or Japan, here's what a 50-year portfolio might hold.
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