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Insights & Manager Commentary

by Craig Love, on August 11, 2022

Monthly Market Commentary: July 2022 in Review Geopolitics: Russia continues to make gradual progress on the ground in Ukraine while simultaneously pressing its strategic advantage as a significant energy supplier …

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Topics:Manager Commentary

by Craig Love, on July 20, 2022

The button below will take you to market commentary from the Brookmont Investment team where they discuss the labor market, inventory levels, rate uncertainty, and energy capacity. Source: Brookmont Capital …

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by Craig Love, on June 01, 2022

Little Harbor Advisors is hosting a series of calls to provide updates to their Alpha Seeker strategy, which has been used to manage investment capital since October of 2011. The …

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by Craig Love, on May 26, 2022

Brookmont Dividend Growth Portfolio Commentary In terms of market timing, current levels do certainly provide an attractive entry point. Expectations for market-level EPS growth have decreased YTD, however, the decline …

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by Craig Love, on May 23, 2022

Kensington Brief: The Importance of Limiting Drawdowns As noted in our April 2022 Monthly Market Commentary, the S&P 500 is off to its worst four-month start to a calendar year …

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by Craig Love, on March 29, 2022

Fulcrum Equity Management (“Fulcrum”), a leader in providing FinTech and Investment Solutions, recently announced the launch of their new customizable Turnkey Asset Management Platform (TAMP) – Fulcrum Advisor Portal. Finally, …

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Topics:Manager Commentary

by Craig Love, on March 24, 2022

RIA Weekly Update – Key Events and Publications War, Inflation, and Markets Investors appear to be refocusing on pre-war concerns about economic fundamentals—but finding that this horrific conflict has exacerbated …

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by Craig Love, on February 22, 2022

The Supply-Led Inflation Challenge The Fed could end up playing checkers while the economy is playing chess — with potentially worldwide consequences. When year-over-year inflation hits 7.5%, it’s understandable that …

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Topics:Manager Commentary

by Craig Love, on February 14, 2022

January Recap: The Economy: Strong numbers continue to print as the US economy expands. Quarter over quarter GDP growth was significantly higher than expected for December (6.9% actual vs 55% …

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Topics:Manager Commentary

by Craig Love, on January 19, 2022

behavioral ADVISOR Nobody Can See the Future It’s that time again where everyone is offering their views on the upcoming year, with market commentary and outlooks. Last year’s results, data …

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Topics:Manager Commentary