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Crisis of Character?

Crisis of Character?

Character: It has to be a core value.   On August 8th, Michael Hakerem, our chief strategist sent a very personal message to a community of professional friends. He also reached out to three organizations of which he is a longstanding member and leader: CFA...
Hard to Forecast the Trifecta!

Hard to Forecast the Trifecta!

Tough to consistently outguess all three.  A Note from Our Chief Investment Officer Been aware for 25 years of professional investing; however, the past two years reinforce for me that extrapolation & mean-reversion occur but are not viable investment strategies...
In The Doghouse—Mutual Fund Models

In The Doghouse—Mutual Fund Models

Tucker, an actual client, values his hard-earned assets! The S&P 500 and Dow Jones Industrials continue to register new all-time highs. Glenwood Financial Partners continues to urge investors to know the risk profile of their investment portfolios, or at the very...
Your Investments & Global Conflicts

Your Investments & Global Conflicts

BETTER WAYS TO ADDRESS RISK AND REDUCE FEAR In view of the recent tough talk between the U.S. and North Korea about military might, we thought right now presents a good time to comment further on risk and fear. We cherish long-lasting collaborative relationships with...