by Peter Mauthe | Oct 6, 2020 | In My Opinion
I have spoken with many financial advisers lately, and, of course, one of the topics at the top of their minds was the recent presidential debate. Some of the advisers I spoke to are committed Democrats and some are committed Republicans. One would never have known...
by Peter Mauthe | Sep 18, 2020 | Active Management Market Update
Welcome to our active management update on the market Some of you may be surprised at how the Dow is performing compared to the other major stock market indexes—not only this year, but also over the past one year and three years (see the following table and graphs;...
by Peter Mauthe | Sep 1, 2020 | In My Opinion
Why is the stock market so disconnected from what is happening in the economy? And why does it seem like all stocks—no matter what their quality—are going up? Just like you, we grapple with these complex market questions every day in our quest to bring investors...
by Peter Mauthe | Aug 24, 2020 | Active Management Market Update
Welcome to our active management update on the market When discussing our rules-based investment strategies, we often say, “All strategies work until they don’t.” I think it is important to explain what we mean by that. It’s not that all rules-based strategies are...
by Peter Mauthe | Jul 21, 2020 | In My Opinion
For more than four decades, I have been a professional in the investment business. Some may be surprised to find out, however, that finance wasn’t my first chosen career path. I grew up wanting to be a marine biologist. I was so committed that I took six years’ worth...
