July 7, 2017By Andrew Keefer, CFAMacro

The Big Picture “Money, it’s a gas. Grab that cash with both hands and make a stash!” -Roger Waters The song “Money” was written in 1972 by the progressive rock bank Pink Floyd. Roger Waters said at the time “money interested me enormously.” Seems a fairly apparent truism. What is money exactly? Seems like a … Read More

The Great Debate

May 11, 2017By Andrew Keefer, CFAUncategorized

The Big Picture “May you live in interesting times.” “It is said that the most fascinating times in history are filled with tumult and upheaval, but those living through these changes were probably experiencing trepidation.” The events of the past 6 months may qualify and justify some trepidation for some. The changing of the U.S. … Read More

The Math

February 3, 2017By Andrew Keefer, CFAInvestment Planning

The Big Picture “Math doesn’t lie, people do.” The above is one of my favorites. It is not to say that people are generally liars. Only that a person may have a narrative they are pushing, an agenda, or some ulterior motive that may not be fully disclosed or transparent. Math on the other hand, … Read More