Blog
A Federal Reserve Willing to Act and Adapt
The Centers for Disease Control and Prevention (CDC) confirmed the first United States COVID-19 case on January 20, 2020. By March 13, 2020, President Trump had declared a national emergency and the Federal Reserve (Fed) stepped in with a broad array of accommodative...
What Makes a Fundamental Growth Stock?
In the profile sheet of our Fundamental Growth strategy we describe it as: A high-quality equity portfolio of well-managed, fast-growing companies with strong balance sheets. The portfolio employs a disciplined, proprietary and research-driven investment process....
Q3 2021 Recap & Outlook
September lived up to its reputation for being a rough month for stocks and broke the string of back-to-back gains in July and August. Despite the pullback, the broad market eked out another positive full quarter, and the S&P 500 remains solidly positive for the...
“Tapering is Tightening”
“Tapering is tightening” is a common saying on Wall Street describing the Federal Reserve’s anticipated reduction in its stimulus program and rising interest rates. In response to the Covid-19 pandemic, the Federal Reserve initiated several broad actions to limit the...
Neighborhood Assistance Program Tax Credits for Indiana Donors
Administered by the Indiana Housing & Community Development Authority, “NAP credits” offer an attractive state tax benefit to generous Hoosiers. The mission of the IHCDA is “to provide housing opportunities, promote self-sufficiency, and strengthen communities.”...