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health care

Impact Investing and Healthcare: Millennials Lead the Trend

Impact Investing and Healthcare: Millennials Lead the Trend

Giving back and making a difference — you do it by donating time or money or deciding where to shop. Another option gaining popularity is called impact investing. The concept can mean different things...
Risks and Rewards in Value for 2017

Risks and Rewards in Value for 2017

Risks and rewards. In the value arena, these are the two Rs that my team’s world revolves around. Investing is never without risk, but our job is to identify opportunities that have a high...
2017 Outlook: Preparing for Uncertainty and Volatility in a Post-Election World

2017 Outlook: Preparing for Uncertainty and Volatility in a Post-Election World

Podcast Presenting a 2017 outlook is impossible without discussing Donald Trump’s victory, the Republican majority in Congress and what these developments could mean for the economy and markets. Unfortunately, much remains unsettled and could lead...
Process Over Politics

Process Over Politics

Q4 2016 CIO Insights: Disciplined Equity Podcast Electoral outcomes are important. Of course they are. But we don’t believe you should base your investment decisions on them. In this article, we discuss why we believe market...

CIO Insights: Rational Exuberance and Our Value Approach

We believe market conditions have become much more favorable for higher-quality, dividend-paying companies temporarily trading at a discount to their fair value. Our macroeconomic observations contain concerns regarding the sustainability of corporate profit margins,...

Chart of the Week: Will Health Care Costs Break Your Retirement?

Planning for retirement is critical, and health care costs may eat up a bigger portion of your savings than you expect. Few have counted the costs, thinking they'll rely on Medicare. Two-thirds of Americans haven't...

Chart of the Week: How Impactful Are Medical Care Expenses?

More than a quarter of U.S. families are feeling the burden of paying for medical care, and nearly 17% of families are struggling to pay medical care expenses. According to a recent National Center...

Seven Things You Need to Know About New Health Care Reform

New health care reform—the Affordable Care Act/Obamacare—becomes effective on October 1, 2013, despite various attempts, some ongoing, to repeal or defund the program based on budgetary or political concerns. Here are the seven main...

Chart of the Week: Market Replay: 1995 All Over Again

Comparing this year’s equity market advance (using the S&P 500® Index) to historical periods, one year in particular was similar in terms of index and sector performance. The year was 1995, when the sectors...

Unemployment Hits Four-Year Low

The Labor Department reported that the unemployment rate dropped to 7.7%, which is a four-year low, on the strength of the addition of 236,000 additional jobs in February (compared to 165,000 additional jobs expected)....