The Rural Life – Pandemic Edition

BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS Editor’s Note – One of my heroes, author Verlyn Klinkenborg, wrote a book in 2003 titled “The Rural Life”. For many years he had a regular column in The New York Times by … Read More

A Global Crisis “Unlike any Other”

BY THOMAS FRISBIE, CFA Every April, this writer looks forward to the playing of the Masters golf tournament—the perfectly maintained golf course, the perfect gallery behavior, the perfect azaleas in bloom and the nearly perfect golf. CBS advertises the event several … Read More

CORONAVIRUS, IN PLAIN ENGLISH

BY THOMAS FRISBIE, CFA For the sake of speed and efficiency, this blog post is available to clients and other people we consider interested in our work.  Therefore, the comments within or additional thoughts might have already been shared or … Read More

Opportunity among the Invisibles?

BY BRENDAN WAGNER, Portfolio Manager Well, it had been my intention to look into the crowding at the top of the S&P500, and whether there might be better opportunities among the “invisible” smaller weights.  Among the reasons, maybe the less-crowded … Read More

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