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 …

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 …

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 …

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 …

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 …

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 …

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 …