Thoughts in Charts: Interest Rates Headwinds and Tailwinds

Interest rate expectations are shifting. What does this mean for a stock portfolio? This week’s chart illustrates activity from the last week of September. It depicts the forward 1-month overnight index swap (OIS) curve. Think of the…
,

Thin(k) About Your 401(k) Plan: What Does It Take To Start A 401(k) Plan

I recently posted about retirement plan options for small businesses and the self-employed.  Now let’s talk about starting a 401(k) Plan as another option.  Remember, how much you want to save and your willingness to manage the complexity…

Thoughts in Charts: Time Value Of Money

Time Value of Money was an idea that blew my mind. It is logical thinking articulated in a math formula – basically a performance nerd’s dream! A large part of the investable universe is dependent on this concept at one level or another,…
,

Suzanne Mestayer Speaks at Tulane Business Forum

This Thursday, September 23 ThirtyNorth's Suzanne Mestayer will be a part of this Tulane University  A.B. Freeman School of Business  virtual forum. Suzanne will be heading up the breakout session--ESG: Money, Meaning & Challenges-- and…
, ,

Thin(k) About Your 401(k) Plan: Charlie Watts Brought Meaning To Money!

With the death of Charlie Watts, the Rolling Stone’s iconic drummer, I began thinking about how much meaning Watts and the Stones have brought to millions of people like myself.  Their music went beyond just a fan’s perspective, because…
,

Thin(k) About Your 401(k) Plan: Does My Advisor Deliver Value?

Think Advisor’s Michael S. Fischer recently published Plan Sponsors Want More Guidance From Advisors: Fidelity, summarizing the findings of Fidelity survey conducted in March 2021. Fischer’s title does give away the overall point,…
,

Thoughts in Charts: The Cost of Fear

How you feel about your investment is a critical factor for your advisor to understand. We talk about it when we talk about risk, and it impacts our portfolio design. We sometimes refer to it as your “willingness to take risk” but it’s…
,

E. J. Ourso College of Business Announces 2021 Hall of Distinction Inductees and Outstanding Young Alum Award Winner

BATON ROUGE - The LSU E. J. Ourso College of Business is proud to announce the 2021 Hall of Distinction inductees—Scott Agosta and Suzanne Mestayer. Additionally, the college will recognize the first-ever Outstanding Young Alumni Award recipient…
,

Thoughts in Charts: Why Aren’t They Trying to Win?

My husband and I watched a significant amount of the Tour de France. It turned out to be much more exciting than I initially thought, and, yes, I discovered a link between the Tour and investing. This isn’t a typical American sport,…
, ,

The 50-year ‘overnight’ success

  Sustainable investing is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact.    – The Forum…