Changing Drivers January 2024 By Jonathan McAdams, CFA I have twin 15-year-olds who just passed their driving test and will soon be launched out onto the roads unsupervised – …
Charting the Course: Navigating Market Complexities and Shifting Scenarios as the New Year Unfolds December 2023 By Robert F. Taylor, CFA As we approach the new year, we find …
The Normal Abnormal Market November 2023 By Jonathan McAdams, CFA After a rough 2022, the stock market is having a good year so far. Through the end of October, …
Broadening Out October 2023 By Robert F. Taylor CFA After rallying through July, equity markets displayed their characteristic late summer turbulence this year as stocks turned south in August …
Content Is King and the Polka King Who Knew It September 2023 By Ward Williams In the beginning, there was radio, and all programming was live. Then came broadcast television, …
Debt & Downgrades August 2023 By Jonathan McAdams, CFA “There are some things people shouldn’t worry about…this is one.” Warren Buffett, Aug 2023 In a surprise move on Aug 1, …
The following is an excerpt from “The Top 50 Women Leaders of South Carolina for 2023” published by Women We Admire on May 22, 2023. Click here to view the …
Investment Commentary: Lessons from the Tulip Bubble to Modern Market Dynamics
By Robert F. Taylor, CFA The Tulip Bubble of the 17th century remains one of the most iconic and captivating episodes in economic history. It took place in the Netherlands, …