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Insights & Manager Commentary

by Craig Love, on March 01, 2023

If we are in an extended period of high inflation, then it makes sense to invest in those areas of the market that have traditionally performed well during times of …

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Topics:Manager CommentaryOptimus Advisory Group

by Craig Love, on February 28, 2023

Timing the Market is a Near Impossible Task Timing the equity market is a near-impossible task for investors. Even missing the best 10 days in the stock market can significantly …

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Topics:Manager CommentaryBrookmont

by Craig Love, on February 09, 2023

In Churchill's latest market update, they discuss the recent market rally nd how 2023 differs from 2022 so far. Regards, CHURCHILL MANAGEMENT GROUP Source: Churchill Management Group info@churchillmanagement.com ** This …

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Topics:Manager CommentaryChurchill

by Craig Love, on January 26, 2023

We are pleased with our portfolio performance in 2022 as we moved into cash for much of the year in our Global Tactical ETFs portfolio providing downside protection with a …

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Topics:Manager CommentaryAthena

by Craig Love, on January 24, 2023

Monthly Market Commentary: 2022 Year in Review 2022: Year in Review Geopolitics: 2022 will likely be remembered as the year the international community began to shift from a relatively stable …

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Topics:Manager CommentaryKensington

by Craig Love, on December 01, 2022

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, …

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Topics:Manager Commentary

by Craig Love, on November 14, 2022

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 …

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Topics:Manager Commentary

by Craig Love, on October 19, 2022

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 …

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Topics:Manager Commentary

by Craig Love, on October 14, 2022

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 …

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Topics:Manager CommentaryChurchill

by Craig Love, on October 11, 2022

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 …

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Topics:Manager Commentary