The Case Against Market Timing
It’s human nature to try to optimize performance; however, when it comes to investing, a disciplined, long-term approach wins.
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Will Industrials Continue To Soar? An Interview with D. Cotton Swindell, Portfolio Manager
Cotton Swindell highlights why the Industrials sector is a preferred destination during periods of economic expansion.
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The FANG Rally in Perspective
This year, technology stocks have been the primary driver of returns for the S&P 500 Index. The outperformance of the FANG stocks, in particular, has led many to question if these stocks have run too far, too fast.
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The Effects of Rising Interest Rates
The Federal Reserve has indicated that the period of extremely low interest rates, which began with the financial crisis in 2008, was nearing an end and that it would begin to gradually raise rates.
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Taking the Temperature of the Consumer
An interview with David R. Schiminger, Senior Equity Analyst

Retail has always been a seasonal business and most consumer companies live and die based on their performance during the holiday shopping season. Last year, as Cyber Monday overtook Black Friday as the preferred holiday shopping date and venue, a number of themes have emerged that reflect the ongoing evolution of today’s consumer. Our interview with Consumer analyst, Dave Schiminger, provides insight about the significant shift in the way people spend money.
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Liz Hardy
Account Supervisor
BackBay Communications