Blog

For bond investors, it’s helpful to understand the link between inflation, short term interest rates, and longer term rates….

As the term suggests, a “correction” isn’t necessarily all bad news. With the Fed reining in the supply of…

BY KENT SHAW, CFA Large successful companies have opportunities that smaller companies do not. A lengthy period of success...

BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER With the increasing number of people conducting all sorts of business and personal...

BY KENT SHAW, CFA Spreading investments across multiple types of assets can mute the benefit of any single asset...

BY KENT SHAW, CFA   The P/B Ratio – Additional Distortions In our prior post, we discussed how share...

BY KENT SHAW, CFA In 1952, Patti Page sang How Much is That Doggie in the Window? The song...

BY KENT SHAW, CFA The capital markets offer all kinds of opportunities, with commensurate risks, for investors and are...

BY KENT SHAW, CFA For this quarter, we have chosen what we hope will be an interesting topic for...

BY STACEY GODWIN, Chief Compliance Officer Cybersecurity has become an increasingly important focus for not only advisory firms, but...