by Derek Hernquist | Aug 1, 2022 | Appearances, Media
Our PMs spend most of their time on research and portfolio reviews, but I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, it’s a great opportunity to tackle the most common...
by Derek Hernquist | Jan 21, 2022 | Appearances, Media
Our PMs spend a ton of time on research and portfolio reviews, and I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, we figured it’s a great opportunity to...
by Derek Hernquist | Dec 30, 2021 | Market Updates, Media
Dave wrote a fun piece summarizing our team’s 2022 Outlook, seen here as It’s Time to Curb Your Enthusiasm in 2022. He and John Luke decided to give it extra life with a discussion about the piece and outlook. See below for the video and transcript: ...
by Derek Hernquist | Oct 20, 2021 | Appearances, Media
Our PMs spend a ton of time on research and portfolio reviews, and I was lucky enough to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, we figured it’s a great opportunity to record and...
