Opinion: Here’s a Clear Case for Owning Dividend Stocks Instead of Bonds

MarketWatch—Co-CIO Hank Smith was interviewed by MarketWatch about dividend stocks as long term investments versus bonds. “The increase of a dividend is the most tangible statement management and its board of directors can make about their confidence in the current and future fundamentals of the company,” Smith said. Click to read article

2018-09-20T15:10:25-04:00September 20th, 2018|

Stocks to Soy in Crosshairs of Trump’s $200 Billion Trade Salvo

Bloomberg — Co-Chief Investment Officer Hank Smith commented in a Bloomberg article about the impact of a trade war on the markets. “This president is clearly more tuned to the stock market than previous presidents. And in that sense, the stock market could be the new vigilante,” Smith stated. Click to read article

2018-09-07T15:50:09-04:00September 7th, 2018|

How Investors are Avoiding the High Price Tag of Short Muni Curve

The Bond Buyer — According to The Bond Buyer, declining yields and rising prices on the short end of the municipal yield curve are giving municipal investors pause and reason to seek out attractive alternatives outside the tax-exempt market. “We have been backing away from very short munis for most of 2018,” said John Donaldson, Director Read More →

2018-08-30T12:36:07-04:00August 27th, 2018|

It’s a Huge Day for the Stock Market. What You Need to Know About History’s Longest Bull Market

Money Magazine — Hank Smith, Co-Chief Investment Officer, commented, “I totally believe that this bull market is still intact,” in a Money Magazine article regarding the stock market’s recent milestone. Click to read article

2018-08-23T15:46:22-04:00August 23rd, 2018|

Buoyant Economy or a Blip? 4 Tips for Investing Before the Party Ends

The New York Times — Hank Smith, Co-Chief Investment Officer, was interviewed in a New York Times article about staying invested in this time of caution. “Consumer wealth is at all-time highs when you factor in home prices and the stock market,” said Smith. “One of the lacking ingredients throughout this has been business investment, and Read More →

2018-08-09T17:34:28-04:00August 6th, 2018|

Equities Inch Higher on U.S.-China Talks Report

Reuters — The U.S. equities market has withstood the recent sell-off in technology stocks and fears of a full-blown trade war remarkably well, Co-Chief Investment Officer Hank Smith told Reuters. “The economy has momentum to withstand these tit-for-tat trade spats that are going on right now. The market is, at least for now, seeing this as Read More →

2018-08-02T13:05:25-04:00August 2nd, 2018|

Rise in Single-Rated Municipal Bonds Spurs Investor Concerns

The Bond Buyer — John Donaldson, Director of Fixed Income, was quoted in a Bond Buyer article addressing the acceleration of a recent trend toward single-rated municipal bonds that has raised some concern among investors accustomed to two or three rating agency opinions to support their purchasing decisions. Click to read article

2018-06-14T14:33:14-04:00June 14th, 2018|

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