Not the Time to Go to Cash

This Is Not the Time to Go to Cash Fear can be a good thing. In primitive times it kept you from being eaten alive. While much of that same DNA courses through our bodies today, our “fight or flight” reactions can often lead to catastrophic financial results. I have

Market Seasonality – Truth or Myth???

Market Seasonality Truth or Myth??? Investors often look for an easy way to explain a situation, or they are looking for an easier way to invest their portfolio… Jeff Powell | CIO, Managing Partner Tweet Download Share on facebook Share on twitter Share on linkedin Share on email There are

S&P 500 Stalls in May

The S&P Stalls in May Typically, a flat market would not be something I’d write about, but given the amount of stimulus infused into our economy, the record earnings just reported, and the number of Americans who have received their vaccines, I would think investors would be buying into this

What Has Your Advisor Done For You?

What has Your Advisor Done FOR YOU? Anyone can manage money when the markets are going straight up. Tactical investment management really stands out when markets are challenging. Jeff Powell | Managing Partner, CIO Tweet The last twelve months have forever changed how all of us will live our lives.

The Value Tide is Rising

The Value Tide is RISING We have emphatically stated that the companies that lead the market out of the COVID recession will not be the companies to take the markets to new highs. And thus far, we’ve been spot-on. Jeff Powell | Managing Partner, CIO Tweet 2020’s stock market performance

Booming Markets?

Booming Markets In financial markets, as with everything else, no one can predict the future. Nevertheless, the beginning of the year marks the time when investing analysts and researchers make their predictions for the year ahead in the stock market. The continuing strength of the stock market even as the

Investing in the Wild, Wild West

Investing in the Wild, Wild West If there are no consequences to social media making up their own rules, colluding, and manipulating stock prices for smaller companies, then the integrity of the market could come into question. Jeff Powell | Managing Partner, CIO Tweet Most investors had never heard of