ATRI April 2021 v2
Ask the Rational Investor: Energize with Energy Stocks
The Energy sector is an almost forgotten sector of the S&P 500, making up slightly less than 3% of the broader stock market. Oil and natural gas companies remain attractive income investments despite a recent rise in share prices.
Full Article
ATRI March 2021 Umbrella Change.jpeg
Ask the Rational Investor: Are Bonds Safe?
Conventional wisdom is that stocks are risky, and bonds are safe. A share of a company’s stock represents the stock owner’s portion of that individual company.
Full Article
Investment Outlook 4Q2020 DSF Show Me The Money v2
Investment Outlook: Fourth Quarter 2020 Show Me the Money!
We have long favored the media industry because it generates copious amounts of cash.   This cash flow allows a company to pay dividends and buy back stock - two good ways to benefit shareholders.
Full Article
Investment Outlook 4Q2020 NTP Dont Judge
Investment Outlook: Fourth Quarter 2020 Don't Judge a Stock by its Index
It is easy to say that the stock market is expensive based on many of the typical valuation methodologies - Price-to-Earnings or P/E being the most widely used measure. Stocks are expensive when compared to historical averages.
Full Article
unnamed 2
Investment Outlook: Fourth Quarter 2020 Market Recap
I won’t even attempt to recap all that has occurred over these past twelve months—there will be entire books written on the subject.
Full Article
ATRI Jan 2021 Image
Ask the Rational Investor: Speculators Beware!
2020 produced outsized returns in the stock market, surprising many observers. As the pandemic’s impact on the economy became clear, the Federal Reserve reduced interest rates and announced unprecedented supportive programs for the fixed-income markets.
Full Article
ATRI December 2020 Resize
Ask the Rational Investor: Should You Add Banks to Your Portfolio?
One of the hardest-hit areas of the stock market this year has been the Financial sector, of which, banks have declined the most.
Full Article
ATRI November 2020
Ask the Rational Investor: Investing During the 2020 Election
This year has not been easy on long-term investors—with the Coronavirus recession and whipsawing stock market prices—most investors (and portfolio managers) are exhausted!  The Presidential election provides yet another highly-uncertain outcome before the end of the year, with important questions...
Full Article
Investment Outlook 3Q20 Herd Mentality NTP
Investment Outlook: Third Quarter 2020 Herd Mentality
FOMO

Thanks to COVID-19 and the havoc it wreaked in 2020, we chose to take a hiatus from our multi-part behavioral finance series. You may remember the last behavioral article was in our Fourth Quarter 2019 Outlook.
Full Article
ATRI October 2020 P and G v2
Ask the Rational Investor: P&G Cleans Up Your Portfolio
A well-diversified portfolio includes all industry sectors of an economy – technology, energy, industrials, consumer staples, and several others. Each sector responds differently to the wide array of factors influencing the market on any given day.
Full Article
AdobeStock 376359780 Editorial Use Only v5
How Will the 2020 Election Impact the Stock Market?
How Will the 2020 Election Impact the Stock Market?

In the volatile year of 2020, investors are faced with two highly polarized outcomes following election day in November.
Full Article
Investment Outlook 3Q20 Tyler
Investment Outlook: Third Quarter 2020 Market Recap
If anything, the increased volatility we saw this quarter seemed a little more in-line with the times.  Whether it’s the pandemic, politics, or the state of the economy, there are certainly more questions than answers.
Full Article
Investment Outlook 3Q20 1999 Denny
Investment Outlook: Third Quarter 2020 "Party like it's 1999"
“It’s wonderful to promote new industries because they are very promotable.  It’s very hard to promote investment in a mundane product.
Full Article
ATRI September 2020
Ask the Rational Investor: A New Driver at UPS
There is a new boss in the top job at UPS.   Furthermore, the new boss does not look to be the same as the old boss.
Full Article
ATRI Aug 2020
Ask the Rational Investor: What should you do now?
Most major stock market indices have nearly recovered losses for the year thus far.
Full Article
Investment Outlook 2Q20 Denny Resize
Will Record Deficits and Easy Fed Policies Ignite Inflation?
Will Record Deficits and Easy Fed Policies Ignite Inflation?

Three years ago, a client asked how long can our country continue to run deficits without experiencing negative consequences?  With ever-expanding deficits and recent central bank interventions, this topic is timelier than...
Full Article