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Outlook for Returns Remains Challenged
Higher prices in both stocks and bonds continue to challenge our return expectations. As value investors, we believe that valuations...
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Summary: Stocks Take a Breather in 3rd Quarter
After two very strong quarters for stocks to start the year, stocks took a breather during the 3rd quarter while...
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On the Horizon: Still Climbing That Wall of Worry in Q3
Investors always have a laundry list of market-related concerns, but there are typically a few dominant issues that are likely...
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A Deeper Dive: Who wants to sell insurance?
In this quarter’s Deeper Dive, we discuss a strategy for investing that can be a valuable portfolio management tool: options....
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Trade Concerns Continue to Create Angst: 3rd Quarter Recap
Weakness mid-quarter resulted in stocks finishing the quarter flat while bonds again moved higher.  The Federal Reserve lowered rates twice...
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