A Trifecta for Investors
Written by Rick Welch In December, investors received a trifecta of positive news, the combination of which could be...
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Fundamental and Technical Analysis
Written by Rick Welch Which is better, a stock picking strategy based on fundamental analysis or one based on technical...
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Portfolio Rebalancing
Is rebalancing important? Yes. The primary benefit to be gained is that a rebalanced portfolio more closely aligns with...
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Markets, GDP and Corporate Earnings on November 1, 2019
This report is written as an executive summary of how we have interpreted recent market, GDP and corporate earnings data...
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Market Watch - October 2019
In our quarterly newsletter we feature the status of our investment class weightings, our interpretation of recent data...
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Mutual Fund Share Classes
Written by Rick Welch A mutual fund is an actively managed investment fund with day-to-day managers who buy and sell...
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Value or Growth?
Many investors are quick to assume that value is the opposite of growth - that is not exactly the case, though...
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What is ESG investing?
While the concept of socially responsible investing makes sense, we are left with one important question we must answer...
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Market Watch - July 2019
While we believe the case is strong for 1 rate cut this year, we caution that the market may be pricing in more...
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Are you a smart investor?
A smart investor is patient, willing to devote hours to research and study, executes trades without emotion and...
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Alternative Investments - REITs and MLPs
The pass-through of earnings with both REITs and MLPs allows the investor to receive a rich yield, higher than the...
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Should I invest in Frontier Markets?
Frontier markets offer low correlation with most developed global markets and the potential for significant investment...
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