Investors & Friends, Here in this first week in October, the velocity of news from home and abroad kicked up several gears as flooding decimated parts of Appalachia, the escalating conflict in the Middle East threatened to further draw in…
As was largely expected, Russia engaged in offensive military action against Ukraine today. It is unclear at this time what the extent of the incursion will be and what the goal of the Kremlin is. For a context of where…
We have sold Moderna (MRNA) in our Dynamic Equity Model. This stock was up over 250% year to date, and while we believe that the mRNA platform they have developed has exceptional promise to be used with other diseases, the…
To bolster the inflation protection in the portfolio and enhance yield, we added a position in Chevron (CVX). This company has a strong balance sheet, has grown it’s dividend over the last year, and now offers an attractive valuation relative…