HOW WE FIND DIVIDEND GROWTH
OUR PROCESS
NEWS AND INSIGHTS
The Spending Dilemma – Endowments and Foundations
The ultimate goals and purposes of specific foundations and endowments may vary slightly; however, these investments typically aim to provide stable and reliable payouts to support charitable missions and operations, while maintaining the independence [...]
Looking Beyond the Bargain Bin
The first three quarters of this year will not be easily forgotten. The S&P 500 experienced the fastest selloff in history, declining 30% in only 22 trading days[1], spanning February to March, 2020. Subsequently, [...]
Report to Investors 3rd Quarter 2020
There is so much to worry about – a second wave of COVID, US Presidential elections, ongoing global trade tensions, large government deficits, and high market volatility to name a few concerns. In an [...]