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Large Cap (3)

Small Cap, Large Cap, Long Term Investing, Equity Investing, Value Investing

Is Consolidation Among Asset Managers Good for the Client?

Mergers and Acquisitions (M&A) activity among asset management firms is creating some investment...
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Small Cap, Large Cap, Long Term Investing, Equity Investing, Value Investing

Election Day Q&A: What are the Wildcards That Could Affect Markets This November?

The presidential race may be polarizing, but both sides can agree on one thing: It at least has...
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Small Cap, Large Cap, Long Term Investing, Equity Investing, Value Investing

Reflections on Stocks’ September Swoon

Stocks recovered some ground last week, but September was the roughest month for U.S. equities...
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Small Cap, Large Cap, Epiphany ESG Fund, Long Term Investing, Equity Investing, Faith-Based Investing, Value Investing, ESG

Advisors Should Ask: Is My Investment Manager a Partner?

The financial crisis was painful for anyone working on Wall Street, but the period gets credit for...
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Small Cap, Large Cap

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...
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Small Cap, Large Cap, Epiphany ESG Fund

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...
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