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November 17, 2020
The Tide Might Be Going Out On Growth
The dominant investment theme since the financial crisis in 2008/2009 has been the outperformance of the growth investment style versus the value style,…
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November 12, 2020
Higher Individual Bullish Investor Sentiment, Weaker Forward Equity Returns?
Based on this week's AAII Sentiment Survey, over the course of one week individual investors are now super bullish. The survey notes bullish investor sentiment…
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November 8, 2020
Equity Market Tends to Perform Well After Election Day
Yes, there was a presidential election in the U.S. this past week and up until election day on Tuesday, the uncertainty around the election seemed to weigh on…
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October 19, 2020
Dividend Paying Strategies Have Lagged This Year, Now An Opportunity?
One unique aspect of the difficult economic environment that followed the virus mandated shutdown, was the underperformance of high quality dividend paying…
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October 18, 2020
Consumer Data Suggests A Continued Strengthening Of The Economy
There is no denying the consumer has been a surprising bright spot during the pandemic. Government financial support programs have certainly contributed to…
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October 13, 2020
Small Business Hiring Plans One Bright Spot In September NFIB Optimism Survey
The National Federation of Independent Business (NFIB) reported a 3.8 point increase in the September Small Business Optimism Index. The Index level rose to…
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October 12, 2020
Investment Impacts During an Election Year
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October 12, 2020
Fall 2020 Investor Letter: Market Strength Continues
In our earlier Summer Investor Letter, we commented on the rapid market decline in the first quarter and the quick rebound that was unfolding. The quick…
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October 11, 2020
Extraordinary Market And Economic Snapback
Consuelo Mack conducts another insightful WealthTrack interview with Nancy Lazar, Partner and Chief Economist at Cornerstone Macro. Nancy Lazar remains one of…
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October 7, 2020
Significance of an Index Dividend Yield Greater Than 10-Year Treasury Bond Yield
It probably goes without saying but bond market interest rates have been driven down to unforeseen levels, near zero, causing investors to search for yield in…
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October 6, 2020
Earnings Support Market's Recent Move Higher
The one thing investor know about company earnings reports is it is a rearview mirror look on what has occurred on a quarterly or annual basis. This backward…
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October 2, 2020
Empower Retirement purchasing Fifth Third Bank Recordkeeping Business
September 29, 2020 Is it retirement Groundhog Day? Less than a month after publicly disclosing its…
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