Charles M. White began his career in financial services in 1984. He has held executive roles at Thomas Lloyd Funds; Avatar Associates, where he worked alongside Wall Street legend Martin Zweig, PhD; and with the city of Boston, where he served as assistant controller. Charles is the vice president, director of investments for The Maddalena Group and focuses on seeking to maximize risk-adjusted returns. He earned a BS/BA in finance and an MBA in public management and finance from Boston University
Are ‘robo-advisors’ truly the voice of reason in investing times like these?
Collectively, Tony and I have more than 60 years experience in the markets and with clients, who have ranged from individuals to large institutions. So, you will forgive us if we are somewhat cynical about the newest cure-all for providing foolproof investment advice: so-called “robo-advisors.” The move to this technology seems to us to be […]
How should we regard this extraordinarily long bull market?
On March 9 of 2017, the U.S. equity market celebrated the end of the bear market and the beginning of what has become one of the longest stock market advances in the history of the financial markets. The continuation of this extraordinary bull market has been driven by the aggressive policy moves made by the […]
What can I do to improve my financial well-being in the New Year?
Very soon we will be at that point in the year where we make our resolutions for all the things we hope to do better in the coming one. Consider that it was only a few years ago when investors of all types, from the largest institutions to the smallest retail investors, were clamoring for […]
