28 Feb Update: Thoughts on the Coronavirus and Potential Portfolio Implications
Director of Investments, Todd Jones, shares his updated thoughts on the Coronavirus and how it could affect portfolios...
24 Feb Thoughts On The Coronavirus And Potential Portfolio Implications
Director of Investments, Todd Jones, shares his thoughts on the Coronavirus and how it could affect portfolios. ...
01 Aug Preparing for Extra Innings
Gratus Private Markets Portfolio Manager Patrick Nolan, MBA, CAIA® uses sports analogies to explain how GPM investments are well-positioned for both good...
15 Mar There Is No Such Thing As A Forever Stock – Part II
Evidence of many investors giving little thought to the sell decision is starting to show up in stock prices, specifically in the...
06 Mar Study: Discipline is Key to Long-Term Investor Success
While legendary investors had slightly different philosophies and investing styles, they had one key ingredient in common: discipline....
24 Jan Qualified Opportunity Zones: A New Tax Incentive
As you may have heard, the Tax Cuts and Jobs Act of 2017 (the Act) passed by Congress and implemented in 2018...
04 Jan There Is No Such Thing As A Forever Stock
A recent transaction in one of our internal stock strategies prompted us to pull together a brief update that addresses why a...
31 Dec Buying When Stocks are Down Big?
Q4 of 2018 was difficult for stocks; the S&P 500 fell almost 20 percent by Christmas. So how does that compare to...
19 Dec Recent Volatility in Equity Markets Has Highlighted the Benefits of Diversification
Since our last Market Update on November 28th, the S&P 500 is down -5.4% while the Barclays Capital Aggregate bond index is...
28 Nov Should You Worry About Market Turbulence?
We’ve had a bumpy ride in the markets recently. Read our thoughts on market volatility and what to expect. ...