As has been the case over the past few years, much can change in a quarter, and such is the…
As has been the case over the past few years, much can change in a quarter, and such is the…
Dividend Portfolio
Similar to many areas of our world, the first few months of 2025 have presented a unique opportunity to “stress…
For anyone who has followed our team’s investment philosophy for a considerable amount of time, it’s exceedingly likely that you…
For over two years the warnings of a “potential recession” have filled the financial print and TV media. The discussion…
What do you do when you find a company that you really admire, wish to invest in it, but always…
Over the past few quarters, we’ve detailed our process for managing our Dividend Strategies and the impacts of higher interest rates.…
With higher interest rates, what role do dividends and dividend growth investing play in a portfolio? For many years after…
How it’s made: Dividend Edition Over 18 years and 416 episodes, the hit TV show “How it’s made” took viewers…
“The best time to plant a tree is 20 years ago. The second best time is now” – Chinese Proverb…
For those who have followed our Dividend Portfolio letter for a few quarters or more, you’ve probably seen us refer…
The nursey rhyme of Humpty Dumpty dates back to the 1800’s as a story of a character who climbs up…
To say the markets have thrown a few curveballs the way of investors the last few months may be one…