Investment Decisions
Market Volatility: Taken in Perspective
Global turmoil and rising inflation have presented today’s investors with some pretty daunting risks. But remember, this is the situation for which you built a long-term asset allocation strategy. If…
Read MoreAn Update on Municipal Bonds
Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector…
Read MoreMarket Jitters
In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical…
Read More2022 Market and Economic Outlook
The last month of 2021 was filled with lots of new information — the new omicron variant of the coronavirus first hit U.S. shores, along with cautions that its level…
Read MoreAmerican Conglomerates: Past, Present and Future
Conglomerates are parent companies that own a number of large subsidiaries. They became popular back in the 1960s with corporations like ITT, LTV and GE, to name a few. In…
Read MoreOutlook For Equities
The general outlook for equities is positive toward the end of the year and into 2022. Stocks performed relatively well through the autumn earnings season and, as a general rule,…
Read MoreThe Investment Greats
Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in 1999 “Money” magazine called “arguably the greatest global stock picker…
Read MoreWho’s Paying Higher Prices?
You may have noticed higher prices on the things you buy regularly, like groceries and gas. However, many consumers may not realize that economic factors such as backed-up supply chains,…
Read MoreIs it Time for a Value Play?
The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks…
Read MoreSustainably Investing in Our Future
While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios. For…
Read More