Sector Analysis: Consumer Staples

How would you describe the Consumer Staples sector and its place in a portfolio? Consumer staples are often a healthy portion of portfolios because they offset the higher volatility sectors. These stocks are definitely valued in legacy accounts where there is a...

Private Equity Primer: Part 1

Matt, as someone who has a career of exposure to private equity deals, how would you describe the allure of these private opportunities compared to the public markets? Let’s start as big picture as possible and look at the reward proposition of private equity....

Macro Comments

There is a lot of commentary out right now about whether the current S&P 500 run is sustainable or not.  We have had the likes of Tepper and Druckenmiller make comments in mid-May about how the stock market was the most overvalued they had seen since the Tech...

Mel’s Money Minute: Mid-Year Financial Review

How are those 2020 resolution goals coming along? Were some of them interrupted by the COVID-19 crisis? Or, are you thinking, “what goals?” Regardless of your answer, now is an excellent time for a mid-year financial review. This does not have to be as involved and...