19 02, 2020

A Night of Data and the Presidential Race: J.P. Marvel Attends the CFA Society Boston Annual Event

2020-02-19T16:14:39-05:00February 19th, 2020|Categories: Featured, Publications|

On February 10th, CFA Society Boston welcomed over 500 attendees for its 34th Annual Market Dinner. This year’s featured guest was David Wasserman, the U.S. House Editor for the Cook Political Report—an independent, non-partisan newsletter that analyzes U.S. elections, campaigns, and overall political trends. Previous featured guests for the event include Madeleine Albright, Ben Bernanke, [...]

7 02, 2020

Foresight is 2020: Getting a jump on your tax planning

2020-02-07T10:47:44-05:00February 7th, 2020|Categories: Featured, Publications|

As soon as the Times Square Ball drops to welcome in the New Year, the countdown begins and tax season is underway. While your 2019 taxes might be top of mind, there’s plenty you can do now to make a greater impact on your 2020 taxes. It might feel early to think about 2020 taxes [...]

27 01, 2020

Navigating the Open Road: Japan’s Elegant Taxi Industry

2020-01-27T13:00:00-05:00January 27th, 2020|Categories: Featured, Publications|

Japan is one of the world’s most beautiful and friendliest countries. From bustling Tokyo to Zen-like Kyoto, Japan is high-tech mixed with the politeness and respect of the past. It’s a wonderful place to visit and soak in tradition. The Japanese people are known for being well-mannered, kind, and humble—there’s even a culture of no [...]

14 11, 2019

Big Tech and Big Data

2019-11-14T09:17:26-05:00November 14th, 2019|Categories: Featured, Investment, Publications|

Over the past year large tech companies that traffic data faced significant scrutiny from the Federal Trade Commission, the Department of Justice, and the Congress. Their inquiries were largely redundant and led to interdepartmental infighting (e.g. the FTC officially complained about the Justice Department’s overlapping work). At their core these were anti-trust investigations, which utilized [...]

1 11, 2019

Are Rare Earth Metals not so Rare?

2019-11-14T09:00:55-05:00November 1st, 2019|Categories: Featured, Investment, Publications|

  A large focus of the trade dispute between China and the United States has been rare earth minerals (“REMs”), a group of molecules increasingly important to the world economy. First discovered in 1803, REMs are now central in many technological applications, from computers and phones to automobiles and defense. Before the 1990’s the United [...]