Five Takeaways from 2020 - Podcast In our latest podcast, Associate Director of Client Service Zach Greiner and Chief Investment Officer Mark Foster, CFA look back on this strange and difficult year and examine the time-tested investing principles that applied. Zach and Mark also discuss expectations for 2021 and some of the [...]
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So far Maggie Kamman has created 52 blog entries.
Plan ahead so chaos, conflict and cost aren’t part of your legacy Mickey Kim / December 18, 2020 One of the many “life lessons” the pandemic has reinforced is the end-of-life (or becoming incapacitated from injury or illness) can come at any time, a topic nobody wants to [...]
This Thanksgiving, give back by investing in a K-12 classroom project Mickey Kim / November 20, 2020 Being a public schoolteacher in the richest country on the planet is a daily struggle, even in non-pandemic times. It’s widely acknowledged there’s no profession more important to our society than [...]
“Rich” is different than “Wealthy” and time is key to success Mickey Kim / October 23, 2020 In nine-plus years writing this column, I’ve been fortunate to become familiar with the writing of a small number of investment professionals who are “in the trenches” every day and are able to convey [...]
The Uneven Recovery and What Lies Ahead - Podcast Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA and Senior Research Analyst Roger Lee, CFA to discuss the K-shaped economic and stock market recovery as well as how recent Fed commentary affects stocks. Zach, Mark [...]
Dear Clients: The good news is, as of September 30, 2020, client equity portfolios had their strongest two-quarter performance since the third and fourth quarters of 2010. The bad news is “Value” continued to lag “Growth” significantly in the third quarter of 2020, an all too familiar refrain. However, we’ve completed implementation [...]
COVID-era “K-Train” heads in different directions for haves, have-nots Mickey Kim / September 25, 2020 Who can ever forget the Muppets’ “Alphabet Song” on Sesame Street? “B” is for Bert. “C” is for Cookie Monster. Certainly not Wall Street pundits, who debated which letter would best describe the path [...]
Don't Let Partisan Storm Crash Your Portfolio Mickey Kim / July 31, 2020 I never make predictions, particularly in writing, but it’s a sure bet the vitriol and partisan political assault we’re going to be subjected to over the next 100 days will make 2016 seem like an ice [...]
Weathering the Storm - Podcast Chief Investment Officer Mark Foster, CFA and Associate Director of Client Service Zach Greiner discuss the impact of the COVID-19 pandemic on the financial markets and economy, how Kirr, Marbach put its portfolio holdings under the microscope to determine if they could weather the storm and the opportunity [...]
The First Half of 2020 Was a “Spock” Market Dear Clients: We are pleased to report client equity portfolios experienced excellent performance in the quarter ending June 30, 2020, both on an absolute and relative basis. The S&P 500 had its best quarter since the fourth quarter of 1998, more [...]