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U.S. Equities

Asset Allocation charts and light bulb

Did Asset Allocation Just Get More Difficult? (2019)

Asset allocation from a tactical standpoint has become more complex in 2019. Find out where we believe there are still pockets of opportunity.
Economy & Markets, U.S. Equities, International Equities
dominos in a row

Small-Cap & Mid-Cap Stocks Require a More Selective Approach

We believe it is important that investors today take a more selective approach to small-cap and mid-cap stocks, often referred to as “SMID-cap” stocks, given elevated levels of low-quality debt.
Economy & Markets, Portfolio Construction, U.S. Equities
red flags trade usa road sign

Mexico & China: New Front in Tariff War Raises a Red Flag

While we continue to believe that the tariff war will begin to de-escalate later this year, near-term uncertainties are becoming more difficult to estimate.
Economy & Markets, International Equities, U.S. Equities
looking at the road ahead investing for dividend growth

Actively Investing for Dividend Growth

Why focus on dividend growth? Dividend growth signals the financial strength of a company and shows that a company has sufficient earnings to support dividend increases.
U.S. Equities
sailboat in the sea

The Unique Positioning of Mid-Cap Investing

By not participating in the mid-cap arena, investors are potentially missing out on a major portion of the market. Are you overlooking opportunity?
Portfolio Construction, U.S. Equities