One of my favorite events each year is the “CFA Annual Forecast Dinner” that takes place every January. At this dinner, there is an array of professionals in the money management business who get the chance to “talk shop” and reflect on what happened in the previous year and how they navigated that environment. In addition, they usually have a few high-profile guests that are invited to... READ MORE

This year the 5 largest stocks in the S&P 500 have added $1.66 trillion in market capitalization while the remaining 495 have lost $1.61 trillion according to the BeSpoke Investment Group. Basically, only five stocks are supporting a stock market struggling because of Coronavirus and the economic shutdown. The top five (Apple, Google, Microsoft, Facebook, and Amazon) are great companies but... READ MORE