Correcting the Correction

Market Musings 3/9/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! TLDR: High-growth stocks enter correction territory. Despite today’s rebound, we’re still neutral on Growth names and believe high quality still depressed #COVIDRecovery names have solid prospects to outperform into next year. While markets Read More

Introducing Ursa, the First Personalized Research-Driven Actively Managed Robo Advisor

Ursa, now available in the App Store, offers the first personalized research-driven actively managed robo advisor to bridge the gap between the excitement and control of DIY commission-free brokerages and the effortlessness of robo advisors. SAN FRANCISCO, November 19, 2020 – Ursa, a San Francisco based startup, today announced its launch of the first personalized Read More