Waiting in Vain

Waiting in Vain

  Brad M. Weafer, CFA, Chief Investment Officer  Sentiment Data Suggest Investors are Pessimistic, a Good Sign for U.S. Equity Investors “…be fearful when others are greedy and greedy only others are fearful.” – Warren Buffet Famous investor...
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,...
There is “A Better Way”

There is “A Better Way”

  Brad Weafer, CFA, Chief Investment Officer  Upcoming tax policy changes should have a positive impact on corporate profits.  Investor and media attention remains focused on the policy agenda in Washington. The recent difficulty in attempting to change the Affordable...
All I Want for Christmas

All I Want for Christmas

Our Wish List for the Coming Year The new year is fast approaching and we are getting ready to close the books on an eventful 2016. And what a year it was! RECAP OF 2016 The year started with a thud as global equity markets declined precipitously on recession fears in...
Risky Business

Risky Business

Low interest rates and concurrent high prices in fixed income markets present investors with very difficult choices. We have written numerous pieces over the last year commenting on the extended valuations in the U.S. equity market.  More importantly, though, low...
When Yield Pigs Fly

When Yield Pigs Fly

Sticking to Growth in Future Income is the Preferred Approach Over Reaching for Current Income Inauspicious headlines were made overseas in early June when German ten-year government bond yields fell below the once unthinkable zero percent level. Following the British...

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