by Olga Lee, CFA, Portfolio Manager The 2023 stock market started strong with most equity markets up as investors cheered that the end to the Fed tightening cycle was in sight. January and February were up across most indices.  However, … Read More

by Ned Montag, CEO The stock of Zoom Video rises from $70 in early 2020, to above $500 by October, drops to $350 in January of 2021, drops again to $150 a year later, only to fall to $70 by … Read More

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