23 years of investment experience, serves as a Portfolio Manager, Managing Director, and Executive Chairman of the Advisory Research Partner Group. Prior to joining the firm in 2005, Matthew worked in the assurance and business advisory group at PricewaterhouseCoopers LLP. Matthew holds a BS in accounting and business administration from the University of Kansas and an MBA from the Kelley School of Business at Indiana University. Matthew is a Chartered Financial Analyst (CFA®) charterholder and has passed the Uniform CPA Examination.
Equity Markets: What to Expect When You’re Electing
by Justin Lamb on March 21, 2024
MARCH 2024 - Select Dividend EXPECT VOLATILITY TO RISE Since 1950, volatility heading into the Presidential election has been elevated relative to the median annual trend. However, short term volatility tends to fall in the 4th quarter and remain relatively low during the year after. …
