We have monthly Investment Policy Committee Meetings to discuss the changes that take place in the markets. Fundamental and technical factors are on the agenda. We want to focus on what we see on the technical landscape right now…….. that being the potential for Asset Class changes. Returns for 2023 will be determined in large […]

How has the earnings season gone? But, more importantly, how have stocks reacted to those earnings releases? Going into earnings, investors had great concerns about the 3rd quarter, as well as forward earnings visibility. Historically, earnings reports have exhibited a bit of sandbagging where the CEO or CFO will set the bar for forward visibility

As we approach the end of the calendar year, we want to remind you of the guidelines for contributing to your retirement account(s) for 2022. The guidelines tend to change subtly year-to-year, so please review this information if you are intending to contribute to any of your retirement accounts for this year. Typically, you are

NOVEMBER 10, 2022  INSIGHTSINVESTMENTINVESTMENT MANAGEMENT Sector rotation is an investment strategy revolving around the movement of money between various industry categories of the markets, such as technology, financial services or healthcare. It can, however, also be applied in other ways where multiple categories can be measured and assessed: Asset classes: domestic equities (stocks), international equities, fixed

Today is election day, and that always comes paired with unrelenting news platforms blasting forecasts and results in your face for days leading up to the election, and weeks afterwards as well. What also comes along with midterm elections, though, is the historical trend of positive stock market returns in the 12 months following midterm

Short-term indicators are pointing investors to look through the windshield. We believe this is an early signal confirming that a new, sustainable uptrend is close. Recently, investors’ concerns over earnings and revenue short-falls going into Q4 and 2023 have taken center stage as they look for signs of an “earnings recession” – meaning year-over-year declines

It was 97 degrees and the humidity must have been sitting above 90% the entire week. It was the middle of North Carolina in the middle of July 2007, just about six months after the troop surge in Iraq began. I was knee-deep in training for my first combat deployment, and this week’s training had

Raging inflation, war in Europe and an economy teetering on the brink of recession – what a beautiful time to look for a stock market bottom! We all know that we should try to buy when there’s “blood in the streets,” but relying on fundamental analysis alone can make the timing of such purchases difficult.

Certainly you’ve seen some of the aftermath of Hurricane Ian somewhere in the news. Astounding to see the damage caused, right? After hitting Cuba as a Category 3 hurricane, putting the entire island nation in a blackout, it made US landfall as a Category 4 hurricane in southwest Florida, with winds of 150mph. Forecasts put