President and CIO Patrick Jamin, CFA, FRM, highlights the parallels between March Madness and the stock market, underscoring the significance of skill versus chance, data reliance, and overcoming biases. Clear goals, data-driven decisions, diversification, and emotional control are vital in both arenas. These principles are essential for navigating the investment landscape into the second quarter.
Latest Resources
- Aug 31, 2026
- CJ Pepe
Why Naming a Beneficiary Is Important in Financial Planning
What Is a Beneficiary? Naming a beneficiary helps determine who will receive certain assets after...
