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Who Has The Leg Up: High-Tech or Old Guard? Thumbnail

Who Has The Leg Up: High-Tech or Old Guard?

One of the more vocal arguments against value investing stems from a belief that we’re in a “new normal” environment where innovative or high-tech companies have a leg up on “old guard” industries, such as energy or financials. FAANG stocks have typically been the poster children for this position; these behemoth technology companies have contributed meaningfully to the market’s overall return and, by virtue of being growth stocks, the negative value premiums in recent years. Well, guess who showed up as value this summer!

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Are We Headed for a Recession? Thumbnail

Are We Headed for a Recession?

Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not already there. But recessions are always identified with a lag. By the time one is called, the worst of its impact on markets has usually passed.

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Understanding Charitable Trusts Thumbnail

Understanding Charitable Trusts

When it comes to strategic tax planning and management, one of the best ways to mitigate future tax on your investment gains or create tax savings to offset current year tax liability from investment sales or large income realization events such as a Roth conversions or business sale is through philanthropic and charitable giving. There are many charitable tools available depending on your personal financial circumstances, amount of charitable giving, timing of charitable giving, and last but not least, complexity of implementation. In today's post, we are going to focus on Charitable Trusts.

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Another wild ride Thumbnail

Another wild ride

Markets bucked and sold off again. Should we be worried? Not necessarily. These things happen pretty regularly, especially when headlines are negative. In fact, you might recall that we kicked off 2022 with a big drop. So, let’s talk about what’s behind the latest wild market ride.

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