A Sector’s Economic and Market Forecasts Are Rarely the Same
In the recent downturn, there are few, if any, pockets of the economy that have suffered as much as...Style Boxes Pose Pitfalls in Post-Pandemic Investment Landscape
Growth or value? It’s a question advisors and allocators ponder at every potential turning point in...Explaining the Disconnect Between Stocks and the Economy
In recent conversations with clients, we are getting fewer questions about our economic outlook....Top-Heavy & Troubling: S&P 500 Bears Extreme Concentration Risk
The S&P 500 bears an extreme risk: too few stocks account for too much of its weight. The index is...Health Care Sector Calls for Valuation Discipline
Innovation within the biotechnology, medtech and diagnostics industries makes the health care...Topics
- Asset Management (34)
- Consumers (1)
- Corporate Governance (1)
- Down Market Discipline (1)
- Downside Protection (5)
- Energy Crisis (1)
- Epiphany ESG Fund (26)
- Equity Investing (59)
- ESG (55)
- Faith-Based Investing (8)
- Federal Reserve (1)
- Financial Advisors (8)
- Fixed Income Investing (1)
- Hedge Funds (1)
- History (1)
- Impact Investing (1)
- In the News (3)
- Industrial Sector (1)
- Inflation (1)
- Investing (4)
- Investment Process (1)
- Large Cap (73)
- Long Term Investing (27)
- March Madness (1)
- Market Timing (1)
- Politics (3)
- Portfolio Management (2)
- Relative Value (2)
- Retail Therapy (1)
- Risk Management (5)
- Small Cap (76)
- SRI (6)
- Stocks (3)
- Value Investing (39)
- Wealth Management (25)
- Year in Review (5)
- Yield (1)