By Chris Guinther, Senior Investment Strategist & Portfolio Manager Let’s begin by noting the 2023 first quarter’s market numbers, as of the quarter’s close of March 31st: Equity Investors — A Focus on Earnings Growth The stock … Read More
by: John Montag, President & Chief Investment Officer When I joined the firm back in 1995, cash provided a 5% yield. Think about that for one moment: if you did nothing except let cash sit in your portfolio, you … Read More
by Ned Montag, CEO The year 2022 was extremely difficult for investors, and all the major stock and bond market averages posted double-digit price declines. In the case of stocks, almost all the name-brand averages were down about 20%. … Read More
By Chris Guinther, Senior Investment Strategist & Portfolio Manager Let’s begin by noting the 2022 fourth quarter’s market numbers, and those for the year in full, as of December 31: As these numbers make plain, 2022 saw poor … Read More
By John Montag, President, Chief Investment Officer, & Portfolio Manager Assume you habitually consume soda (in Atlanta this is likely a red can…) or another beverage of choice, picking up a six-pack weekly at the grocery market. Historically you have … Read More
By Helen Donahue, Portfolio Manager As we all know, the current landscape in the fixed income markets has drastically changed from the near zero-rate environment we have had for years. With the goal of slowing growth and getting inflation … Read More
BY BRENDAN WAGNER, Portfolio Manager I was recently at Six Flags® with my six-year-old daughter. She was over the moon excited to go on her first big rollercoaster. We entered the park and headed for the Twisted Cyclone. The ride … Read More