Commentary

What Does the First Rate Cut Mean for Stocks?

by Adam Steffanus, CFA on September 10, 2024

What Does the First Rate Cut Mean for Stocks?

A Recession is Process not an Event Recessions are a reflexive process defined by the labor market, the timing of which is dependent on when people start losing jobs. Confidence and spending then decline which ultimately feed into corporate earnings – the main driver for stock prices.

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Strategies: Select Dividend

Why We Strike a Value/Growth Balance in the Select Dividend Strategy

by Michael Valentinas on September 05, 2024

Why We Strike a Value/Growth Balance in the Select Dividend Strategy

A Benefit of Dividend Growth: Balanced performance across market styles Dividend growth is a good indicator of management confidence, and it is something that we emphasize in our investment process. By focusing on dividend growth, rather than just high dividend yield, we are less cons …

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Strategies: Select Dividend

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