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Socially Responsible Investing: Doing Well While Doing Good

By Curt Stowers | April 13, 2018 | Comments Off on Socially Responsible Investing: Doing Well While Doing Good

While there are certainly those CEOs that act irresponsibly, there are many who lead organizations down socially responsible paths. To date, there has been quite some success in weighting socially responsible companies more highly to build portfolios that mirror the performance of the broader market.

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Quarterly Market Review – First Quarter 2018

By Curt Stowers | April 11, 2018 | Comments Off on Quarterly Market Review – First Quarter 2018

While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the marketplace.  With that in mind, we publish a brief market update each quarter. Here you will find updates for the first quarter of 2018.

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Why Paying Attention to Interest Rates is Pointless for Investors

By Curt Stowers | April 6, 2018 | Comments Off on Why Paying Attention to Interest Rates is Pointless for Investors

I am 99.9% certain that there are other financial advisors who will see this title and think I am absolutely nuts. They will opine, “Of course interest rates are important!”. Yeah, they are wrong. At least when it comes to using interest rates as a predictor on investment returns.

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No More Chasing Returns–Why I am a Global Investor

By Curt Stowers | March 23, 2018 | Comments Off on No More Chasing Returns–Why I am a Global Investor

If you look at the numbers, US equities have done incredibly well over the past decade. Comparatively, international developed equities have NOT done nearly as well. As a result, you will see many in the financial services space over-weighting (compared to their historical holdings) the US equities.

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