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Defensive Stock Sector Valuations Elevated

by David I. Templeton, CFA

Over the course of the last 12-months the defensive stock sectors in the S&P 500 Index outperformed the more cyclically oriented ones with most of the outperformance beginning to unfold at the beginning of October...

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Markets In A Minute - Halloween Frights

Week Ending October 30th; US Markets soldoff as spending on AI continues to give the market a fright.

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Fall 2026 Quarterly Investor Letter

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Retiring Early from P&G Just Got a Lot Harder

P&G’s 2024 Preferred Stock change makes NUA less powerful for younger employees. Learn what this means for early retirement and the strategies that can help fill the gap.

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The 15 Minutes Most Families Skip. Five moves you can dstart today that can change your future.

The 15 Minutes Most Families Skip

Five moves you can start today that can change your future. Your financial future is shaped by small, intentional moves made at the right time. The most important of them takes about fifteen minutes, and you can start today.

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Two High Impact Tax Strategies for P&G Retirees

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Markets in a Minute - Modern Marvell

Week Ending June 5th; Markets' snap the 9-week win streak as employment data strengthens.

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