Jason Zweig's recent The Wall Street Journal article, "Picking a Stock for the Year 2048," explores a unique experiment where college students assemble a portfolio of stocks they can't touch for 25 years. The challenge raises questions about sustainability, investor expectations, and the importance of strong fundamentals and innovation for long-term success.

Will you be ready for small cap the rebound in 2023? This is the moment to revisit your investor materials and update your website. Get clear on your mission and positioning statements. It’s been a long year for investors too, and like all of us, look forward to a recharge over the holiday break. Take advantage of this time to prepare.

As Richard Leighton reminded us this week, 2022 for most market participants has been the equivalent of Queen Elizabeth’s famous “annus horribilis”. In 1992, against a steady stream scandalous tabloid fodder, the Queen famously endured the marital separation of three of her four children, the release of Princess Diana’s biography and the catastrophic fire at her beloved Windsor Palace, where she was buried.