Investment Trends
The 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 MoreLow Supply Increases Demand
Across the board, we’re seeing the capitalist principles of supply and demand both drive and curb U.S. economic activity. As more people have emerged from their hermit-like existence throughout the…
Read MoreThe Rise of the Unicorn?
This past August, close to 4.3 million Americans quit their jobs — the most ever in just one month (since the government began collecting data two decades ago).1 But there isn’t…
Read MoreAmerica’s Seesaw Wealth
It is interesting to evaluate how various economic events throughout time affect different demographics. For example, the 2007-2009 Great Recession saw higher losses in male-oriented jobs, such as construction and…
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 MoreThe China Connection
America’s outsourcing of manufacturing (and jobs) has been a sore point for many years. But now that there are logistics issues due to the pandemic – costing U.S. companies money…
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 MoreHow to Evaluate a Stock
There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot fail. That is not true. In…
Read MoreHow Inflation Risk Can Affect You
Inflation is a steady rise in the price of goods and services over time and actually signals both good and bad economic conditions. On one hand, as prices rise, someone…
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