Investment Outlook: Understanding Tariffs: The Good, the bad, and the Complex
Tuesday, April 22, 2025
A tariff is a tax imposed by a government on imported goods. The primary function of a tariff is to make foreign products more expensive, thereby encouraging consumers to buy domestically produced alternatives.
When Complexity Outgrows Your broker
Thursday, November 21, 2024
The Role of Specialization in Managing private Wealth
We’ve all heard the saying: “You don’t know what you don’t know. ” When it comes to managing complex wealth and family dynamics, this couldn’t be more true.
We’ve all heard the saying: “You don’t know what you don’t know. ” When it comes to managing complex wealth and family dynamics, this couldn’t be more true.
Investment Outlook: A Tale of Two Companies
Tuesday, November 5, 2024
In 2023, both Raytheon Technologies (RTX) and Boeing (BA) encountered substantial quality-control issues that impacted their operations and stock prices. The contrasting management responses to these crises significantly influenced investor sentiment and market performance.
Investment Outlook: Third Quarter 2024 Market Recap
Thursday, October 31, 2024
The third quarter witnessed a few reversals. The upward trend in interest rates reversed with the widely anticipated first Fed rate cut since the Covid days of 2020.
Investment Outlook: Second Quarter 2024 Market Recap
Wednesday, August 21, 2024
We are halfway through 2024 and the equity markets have continued to march higher. While the second quarter was not as strong as the first, the stock market has proven to be resilient.
Investment Outlook: Eaton and Ingersoll Rand – Quality Businesses with the Wind in Their Sales
Tuesday, August 13, 2024
The United States is entering a new industrial investment cycle. Federal funding totaling more than $2 trillion is being put to work improving American infrastructure, as discussed in our Q2 2023 article “The Challenges of US Infrastructure Spending.
Investment Outlook: A Review of Threats to the Current Bull Market
Tuesday, August 6, 2024
The U. S. stock market has been in a bull market since the low point reached in March 2020.
Investment Outlook: Don’t Put All Your Eggs in One Basket: Why Diversification Wins, Even During Market Surges
Tuesday, July 30, 2024
Don't Put All Your Eggs in One Basket: Why Diversification Wins, Even During Market Surges
The allure of a hot stock or a concentrated market rally can be intoxicating for investors.
The allure of a hot stock or a concentrated market rally can be intoxicating for investors.
Investment Outlook: When Should We Worry About Deficits?
Tuesday, July 16, 2024
Anyone who looks at the simple math of our Federal Deficits should be worried.
Investment Outlook: Quality Investing: Recent Changes to Our Portfolios Driven by Beese Fulmer Buy and Sell Disciplines.
Tuesday, May 14, 2024
In our previous discussion, we outlined our quality investing process which emphasizes companies with predictable growth, strong profitability, and judicious capital allocation.
Investment Outlook: Dig a Moat Around Your Digital Life - A Cybersecurity Checklist
Tuesday, May 14, 2024
While artificial intelligence promises to revolutionize our world, it also provides new opportunities for cybercriminals. As cybersecurity threats become more common, we strongly advise our clients to take the necessary steps to safeguard their private information.
HEALTHCARE: A Year in Review and Outlook for 2024
Thursday, February 8, 2024
By: Robert Szeles, CFA
The year 2023 was a year of few certainties.
The year 2023 was a year of few certainties.
Fourth Quarter 2023 Market Recap: Soft Landing Triggers Stock Rally
Tuesday, January 16, 2024
Once again, we witnessed a rapid and significant change in the consensus economic outlook which led to a big increase in stock prices.
Investment Outlook: Commercial Aerospace: There is light at the end of the tunnel
Tuesday, January 2, 2024
Based on the data, commercial aerospace should be a great business and investment opportunity. It’s a duopoly with Boeing and Airbus being the only two major producers of commercial aircraft.
Investment Outlook: Quality Investing: A Long-Term Outperformer in a Post-Covid Economy
Tuesday, January 2, 2024
In the increasingly stable post-pandemic economy, the significance of quality investing is gaining recognition. This investment strategy, which prioritizes firms with robust financial health, consistent earnings, and positive cash flows, has demonstrated its capacity for long-term superior performance.
Rational Investing in an AI Bonanza
Sunday, October 1, 2023
Excitement about Artificial Intelligence has been a major driver of the S&P 500’s performance this year.