Kensington Brief: Achieving True Portfolio Diversification Ever since Harry Markowitz introduced the concept of Modern Portfolio Theory in his 1952 paper “Portfolio Selection”, for which he won a Nobel Prize, …

Geopolitics: The 20th National Congress of the Chinese Communist Party closed on October 22 with the coronation of President Xi Jinping as the nation’s ruler. From 1982 to 2018, the …

Join our partner, LHA Research, for a webinar discussion on the current state of the market and what may lie ahead. The webinar is scheduled for Thursday November 17th at …

In Churchill's latest market update, they discuss a positive October, the Fed, and what we might expect going forward. Regards, CHURCHILL MANAGEMENT GROUP Source: Churchill Management Group info@churchillmanagement.com ** This …

Brookmont Dividend Growth Portfolio Commentary The button below will take you to Brookmont Capital's Third Quarter Market Outlook where we discuss: Labor Market dictating Federal Reserve Policy Current Valuations are …

Monetary tightening and tough talk from the Fed continue to cause market volatility. In an attempt to quell unacceptably high inflation, the Federal Reserve is pushing rate hikes at the …

There is an old Chinese proverb that states, “There are many paths up the mountain,” which simply means there is more than one way to achieve your goals. This is …

Brookmont Dividend Growth Strategy Performance through 09/30/20 The Brookmont Dividend Growth Strategy outperformed the Russell 1000 Value by 0.11% through the first 3 quarters of 2022. The 1-year, 3-year, and …

Kensington Brief: A Quantitative Approach There is an old Chinese proverb that states, “There are many paths up the mountain,” which simply means there is more than one way to …

Monthly Market Commentary: August 2022 in Review Geopolitics: Tensions between Russia and the West ratcheted up significantly in August as Russia completely shut down the Nord Stream 1 pipeline and …