Portfolio Managers’ Brief: August 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
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Portfolio Managers’ Brief: June 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
MACRO-ECONOMIC RESEARCH – The Value Contradiction
When we think about value stocks, we think low price to earnings multiples and above average dividends. It makes value stocks ideal candidates for retirees seeking regular income with limited downside variability.
Portfolio Managers’ Brief: May 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: April 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
MACRO-ECONOMIC RESEARCH – An Option Primer
COVERED CALLS: A CLOSER LOOK AT THE STRATEGY’S HIDDEN COMPLEXITIES Picture this, while sitting in your kitchen contemplating the meaning of life or at least, the performance of your portfolio, you read an article questioning the value of writing covered calls....
Macro-Economic Research – U.S. Expansion
Are we in the early stages of a 1990’s style global expansion? At a minimum, the performance of US stocks tells us that the American Dream is alive and well.
Portfolio Managers’ Brief: March 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Tax Season is Coming … are you ready?
With the annual ritual of tax filing on the horizon for the 2023 tax year, it becomes important to review the less well-known filing requirements and deadlines that affect everyone.
Portfolio Managers’ Brief: February 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).