Worst States for Identity Theft & Fraud
WalletHub’s interactive map of 2017’s states most vulnerable to identity theft & fraud.
The 10 Worst Cliches of Wealth Management
The 10 Worst Cliches of Wealth Management Published in The Wall Street Journal By Norb Vonnegut Do you get the sense wealth management is turning into an echo chamber of sheep? Products and services vary dramatically. But industry competitors are repeating the same...
How to Properly Use the Sharpe Ratio
How to Properly Use the Sharpe Ratio (According to Dr. Sharpe Himself) Published in The Wall Street Journal By Norb Vonnegut Most investment professionals are familiar with the formula known as the Sharpe Ratio. The calculation is so omnipresent in financial circles...
Equifax Breach: 7 Defensive Measures to Protect Yourself
Equifax Breach: 7 Defensive Measures to Protect Yourself By Norb Vonnegut The New York Times reported yesterday “hackers had gained access to company data that potentially compromised sensitive information for 143 million American consumers, including Social Security...
What Spotify’s Un-IPO Means for Wealth Management
What Spotify's Un-IPO Means for Wealth Management Published in The Wall Street Journal By Norb Vonnegut The moos were deafening, a thundering herd so loud I held the phone away from my ear. My new client was a cowboy. (Yes, a real one.) He was herding cattle and was a...
Three Lessons from the Bernie Madoff Scandal
Three Lessons from the Bernie Madoff Scandal Published in CFA Institute By Norb Vonnegut This summer, HBO released The Wizard of Lies, a film adaptation of Diana B. Enriques’s New York Times bestseller about Bernie Madoff. Good movie. Good book. But Madoff’s life has...