Investments
-
Pearls of Wisdom
By Todd Gray After 38 years in the investment management business, I am retiring from my position as a Portfolio… -
-
There is No Such Thing as a Risk-Free Lunch
By Paul Copeland, CFA Like many people, I was surprised by a refund check from my insurance company as COVID-19 stay-at- home orders have led to fewer accidents. -
The Nifty Fifty & The Trauma of The Beep
By Jack Davidson I was hired as a trust administrator at the Vermont National Bank in November of 1970. The market was doing well and life was pleasant. -
How Is the Dow Jones Industrial Average Calculated?
By Bonnie McLellan In 1987, a year after I started working in a trust department as an assistant portfolio manager, the DJIA (Dow Jones Industrial Average) was trading around 2,000. -
Financial Headlines
By Ben Ferris, CFA Financial headlines are dominated by well-known conditions and widely anticipated events such as actions by the Federal Reserve and trade disputes by world powers. -
Bigger May Not Be Better
By Ben Ferris, CFA The size of these companies fits more into the “need to know” category. -
Current Views on the Market
By Ben Ferris, CFA I believe it is fruitless to spend much time worrying or forecasting macroeconomic factors. -
Lions and Tigers and Bears, Oh My
By Todd Gray Departing from our normal approach of addressing one particular investment theme in each newsletter… -
Ancient Advice for a College Graduate
By David DeBellis On May 17th of this year, I will have the joy of watching my son walk across the stage at his college graduation. -
Dividends vs. Total Return
By Steve Singiser Restaurant server to a breakfast customer: “Would you like a dividend in your coffee cup?” -
Fear and Being “Normal”
By David DeBellis Investor fears today are higher than they have been in quite a while. -
-
What? Stock Prices can be Volatile?
By TIC As the historically calm 2017 fades into memory, stock market volatility has emerged suddenly as the fear of rising inflation gripped investors.
