CNBC: A theory on who’s doing all the buying that’s pushing stocks higher and higher

With stocks at record highs, the obvious question is who is doing all this buying? Read Kari’s full article on

CNBC: Value is beating growth only because of the way Apple is classified

Kari Firestone recently wrote a piece for CNBC on the divergence between growth and value due to how certain stocks are classified. Read the full piece on

NYT: Want a Bigger Say on Corporate Behavior? Move Your Money

Millions of people have a stake in corporate America through mutual funds. But you may be surprised by how those funds are voting on your behalf. Read the full article Read More

Barron’s: Master Stockpicker Peter Lynch: If You Only Invest in an Index, You’ll Never Beat It

Barron’s recently published an excellent article on Peter Lynch’s investment style and how he has influenced the many stock pickers that came after him. Kari Firestone began her career under Read More

Aureus Ranked #25 On Forbes Top 100 Registered Investment Advisors (RIAs) Of 2019 By Assets

Aureus was recently informed that we were ranked #25 on Forbes’ most recent list of top RIAs by AUM. The RIA Channel is an independent RIA database firm that sourced Read More

CNBC: Post-Thanksgiving investment decisions present a choice between this year’s winners and losers

This year’s winners may not be leading the market next year. Of the 50 top S&P 500 performers in 2018, only three were on the same list for 2017, and Read More

HBR: How Investors Have Reacted to the Business Roundtable Statement

Kari Firestone wrote the following article for Harvard Business Review published 11/20/19 When the U.S. Business Roundtable announced that it was redefining the purpose of a corporation to accommodate a broader group Read More

CNBC: The dilemmas for investors that come with socially-responsible investing

Come on, Amazon, do we really need another headache? I’m not talking about you missing third quarter earnings last week. I’m talking about the article in the Wall Street capitalist-defending-Journal (not Read More

CNBC: Consumers may have carried markets as far as they can

Consumer staples and discretionary stocks sell at a premium multiple to the market, but how long can consumers carry the economy and the market? Read the full article on

The Economist: Rich countries must start planning for a cashless future

Developed and emerging markets are hurtling towards a cashless future. As The Economist details, the ramifications of a digital economy for both society and business will be profound. Read the Read More

Archive Readings and Writings

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