Over the past month, I’ve noticed several headlines like these popping up in major outlets: Those absolute numbers are eye-catching — and that’s the point. Large numbers are meant to grab attention. But if we want to understand whether they signal real risk, we need to add context. The human…
Earlier this month, I attended an online webinar from Propel Nonprofits on the topic of operating reserves. For those unfamiliar, Propel offers strategic consulting and accounting/finance services for nonprofit organizations. Much of their presentation focused on why reserves matter and how to build them. That framework is essential: operating reserves…
Cool People, Good Work (CPGW) highlights people and institutions doing meaningful work to uplift their communities. Today, that spotlight is on Shea Serrano. Shea, a proud San Antonio native, is the author of several New York Times bestsellers, including The Rap Year Book, Basketball (and Other Things), and Movies (and…
GLP-1 drugs were originally developed for Type 2 diabetes but have gained massive popularity for their effectiveness in treating obesity. Two of the most prominent GLP-1 medications are semaglutide (Novo Nordisk’s Ozempic and Wegovy) and tirzepatide (Eli Lilly’s Mounjaro and Zepbound). These drugs have generated tremendous sales. In 2024 alone,…
Let’s talk about chart crimes. In our opinion, a chart crime happens when something looks data-rich but tells you very little—or worse, when the data is presented in a misleading way. Take the chart below. It’s from a well-known fixed income investment firm. To be fair, we are also including…
This week, we turn the spotlight to Native American economies—where they stand today, the opportunities ahead, and the challenges they face. The title “Asterisk Nation” reflects a frustrating reality: Native American business contributions to the U.S. economy are so underreported that they often appear as little more than an asterisk…
As many of you know, the U.S. budget bill passed in early July. While the bill impacts tax policy (mostly stable or slightly lower rates) and programs like Medicaid (more barriers, aiming to reduce spending), this update will focus on one thing: the estimated budget deficit. The chart below, from…
Welcome to Cool People, Good Work! This is where we get to tell you about people who are doing awesome things out in the world. They are working to make communities more beautiful, lives a little better, and the world generally a sweeter place to be. Our first article is…
Recent geopolitical events have caused some market turbulence. On June 13, Israel struck targets in Iran, sending oil prices sharply higher. This was followed by US airstrikes at Iranian nuclear facilities on June 22 and a counterattack by Iran on US bases in Qatar on June 23. Despite the escalation…
When investors begin planning for retirement, a common question is: How will I replace my income? It’s a valid concern. The paycheck stops, and now your retirement assets need to cover your living expenses. But here’s the catch: focusing only on income-producing investments may limit your flexibility and increase your…
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