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Equity Investing (5)

Equity Investing, Value Investing

Is it Time to Pivot Portfolios to Value? It’s Tricky …

Value has trounced growth in 2021, causing allocators to wonder whether it is time to rotate toward...
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Small Cap, Large Cap, Equity Investing, Value Investing

A Year from the Market Trough: 3 Trends and 3 Takeaways

Last week marked a year since U.S. stock markets reached their trough, a period that saw the S&P...
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Small Cap, Large Cap, Equity Investing, Value Investing

Calling All Book Lovers – Spring Reading List

Spring is in the air which means one thing, it’s time for the annual tradition of Spring Break!...
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Small Cap, Large Cap, Equity Investing, Value Investing

March Madness: Seeding the Forces Affecting Stocks, Economy

After a pandemic-related hiatus last year, we are excited to see the return of March Madness. For...
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Small Cap, Large Cap, Epiphany ESG Fund, Equity Investing, Faith-Based Investing, Value Investing, ESG

One Year Lookback: Reflections on Operating Through the Pandemic

It’s now been a year since COVID-19 shuttered many businesses, forced stay-at-home orders for...
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Equity Investing

When it Comes to Analyzing Stocks, A Bond Background Doesn’t Hurt

With equity markets at all-time highs and many businesses still struggling due to a pandemic, it...
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