“The best time to plant a tree is 20 years ago. The second best time is now” – Chinese Proverb…
“The best time to plant a tree is 20 years ago. The second best time is now” – Chinese Proverb…
For those who have followed our Dividend Portfolio letter for a few quarters or more, you’ve probably seen us refer…
As the title of this quarter’s note references the pace of movement within the high-growth areas of the market have…
The nursey rhyme of Humpty Dumpty dates back to the 1800’s as a story of a character who climbs up…
Chris Hammond is a special guest in this episode of Beyond Dollars & Sense the Risk & Reward series. We…
As you well know, the goal of our portfolio is to identify and invest in innovative growth companies sourced by…
To say the markets have thrown a few curveballs the way of investors the last few months may be one…
With no “pretty way to say it”, investing in high-growth companies, particularly those in the areas of technology and software,…
As you have heard us say over the years, we believe Dividend Growth investing to be a key anchor of…
With the air beginning to get a little more crisp, and holidays just around the quarter, we wanted to provide…
As we have discussed in several of our previous investor letters, our goal in the Innovative Growth Portfolio Strategy is…
Now more than half way through the year, we are in the heart of earnings season on Wall Street; one…