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