Got Pricing Power?

Got Pricing Power?

  by Brad M. Weafer, CFA | Chief Investment Officer Executive Summary Inflation is top of mind and we are witnessing price increases in a wide variety of goods There is a compelling debate whether current inflation will prove temporary as a result of the pandemic or...
Never Lose Focus

Never Lose Focus

  by Brad M. Weafer, CFA Chief Investment Officer Equity market behavior over recent months reinforces a valuable lesson to stick with long-term investing plans.  What a difference a quarter makes! The S&P 500 returned 13.65% in the first quarter. This was the...
October Gut Check

October Gut Check

  by Brad M. Weafer, CFA Chief Investment Officer Recent Market Volatility Has Been Concerning, But That Should Not Be A Reason To Panic KEY POINTS: Equity markets have struggled for the last month, particularly the year’s best performing stocks Rising interest...
Keep Calm and Carry On

Keep Calm and Carry On

  Brad Weafer, CFA, Chief Investment Officer  Key Points:  Equity markets have been eerily calm thus far in 2017 History suggests investors shouldn’t get too comfortable, corrections are normal occurrences Investors are prone to panic when equity markets fall,...