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 market displayed resilience in the first quarter of 2023 even … 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

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 performance in most sectors with the exception of energy and … 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