January 14, 2023 — To run point on someting is to take charge of it Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were interviewed by Laurel Mintz, Founder and CEO of Elevate My Brand and General Partner of Fabric VC (a women-led, diversity-driven venture capital fund). …

January 18, 2023 — Roth IRA Tax-free compounding Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by U.S. News & World Report in an article — by Tony Dong, “7 Best Funds to Hold in a Roth IRA” — regarding using Roth IRAs to build your wealth by making…

January 12, 2023 — Disney Mouse Resuscitation Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by Reuters in an article — by Uday Sampath and Yuvraj Malik, “Disney snubs Peltz’s board bid, taps Nike’s Parker as new chair” — regarding activist investor Nelson Peltz challenging Walt Disney’s board…

January 11, 2023 — Return of principal and return on principal! Running Point Multifamily Office, and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by U.S. …

January 9, 2023 — The ultimate savings machine Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by Investor’s Business Daily in an article — by Paul Katzeff, “Cut Back Booze, Add $70,000 To Your IRA Over 10 Years” — regarding New Year’s resolutions and saving for retirement. Reduce expenses, spend better, boost savings — even with a fast car! In general…

January 5, 2023 — Don’t put baby bonds in a corner Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by Business Insider in an article — by Rickie Houston, What are baby bonds, and how do they work? — regarding investing in “baby bonds”, a generic term for debt instruments issued in…

January 4, 2023 — Government bonds tend to do well versus stocks in a recession Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by U.S. …

December 26, 2022 — Will central bank battles against inflation definitively push us into economic decline? Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by the International Business Times in an article — by Panos Mourdoukoutas, “What Could Save The US Economy From A Recession In 2023” — regarding what could steer the U.S. …

Michael’s CIO (Check-It-Out) Report on the week just past — events, sarcasm, and global macro reflections — December 19, 2022 — THEME: Investar, The Way of WallStreet (not Water) Spoiler alert: If you don’t want to know what happens in 2023, read no further📚 GL🌍BAL BIZNOMIC$ Variety: Expect oodles of mixed messages for the economies and markets next year-Investments will trade up and down on various indicators and as investors try to find trends and patterns in…