Posts about
Small Cap (5)
Five Stats to Keep Clients Invested Through a Volatile Market
It’s a natural reaction to every bear market. As stocks plummet, clients start wondering whether...2020 Performance Underscores Futility of Sector Bets
As 2019 ended, the backdrop for the energy sector looked relatively solid. Oil prices were up more...Downside Protection Isn’t Measured in Days
The only thing more striking than the depth of the recent market rout is its speed. It took the S&P...Market Volatility Offers Investors a Reminder: Quality Counts
With stocks crossing into bear market territory, it’s been a tough period for equities. But credit...The Dana Large Cap Equity Fund Hits 10-Year Anniversary
We’re proud to announce that our Dana Large Cap Equity Fund - Investor share class (DLCEX) hit its...Topics
- Asset Management (34)
- Commentary (1)
- 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 (7)
- 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 (4)
- Yield (1)