In this episode, we cover many topics ranging from the cautionary tale of Archegos Capital, how diversifying your portfolio is critical,…
In this episode, we discuss how gaining access to investing in the stock market has changed over the years and how this…
This time last year stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten…
It’s hard to believe the first quarter of 2021 is nearly over. We have lived through one of the most…
Technically, the economy is still in a recession. The National Bureau of Economic Research-NBER), the arbiter of recessions and economic recoveries,…
This is the first of what will become a quarterly letter sent to investors in our innovative growth portfolio similar…
“My, what a difference a year makes.” – For dividend investors, and all investors more broadly, this quote encapsulates the…
2020 was a wild year for all of us for sure but January and early February was a bit of…
The year 2020 presented us with unique challenges. Never has a singular event had such wide-ranging repercussions as the Covid…
For the nation, 2020 has been one of the most difficult years in memory. We are grappling with Covid and…
Imagine yourself at the beginning of the year. You have knowledge that within weeks a novel virus will emerge that…
As an investor in one of our internally managed Dividend Growth Equity Strategies, we wanted to update you on the…