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Are Stocks Too High To Buy?

A Benjamin Graham Analysis of the Dow Jones Industrial Average ETF (Symbol: DIA) FinTrust Brokerage Services | Equity Research December 3, 2019 *Please see important certification and disclosure information at the bottom of this page. Download PDF Industry: Diversified Tracking ETF: SPDR Dow Jones Industrial ETF (DIA) Index Overview: Two-thirds of the DJIA’s 30 component…
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Wealth Management Quarterly: The Caddyshack Market

Interview Editor’s note: The Q & A below is an interview conducted by Fintrust Director of Marketing and Client Engagement Paige Siniard, with Allen Gillespie, CFA®, President, Managing Partner Investments. November 2019 Download PDFQ3 2019 The Caddyshack Market Q: Allen, you recently called this the “Caddyshack Market,” can you explain? A: Sure. Caddyshack was a 1980s comedy…
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Financial Rebalancing

Important Dates: Reminder

Financial Deadlines Some deadlines are hard to forget.  For example, nobody forgets the April 15  deadline to file income taxes.  However, the year is full of other important dates that can sneak up on even the most time-conscious investor.  Many of those occur in the last few months of the year. Below are a few…
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Watching the Tape: September

September 2019 Inherited Money or Earned Money? Earlier this summer the world lost Gloria Vanderbilt.  The eulogies talked mostly about her loves and dramas (Gloria lived a full life); those stories sell tabloids.  We prefer to remember her business skills.  For example, in the 1970’s, Gloria Vanderbilt basically re-invented the jean industry.   Later she launched…
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Mrs. Watanabe, allow me to introduce you to our clients.

Editor’s note: The Q & A below is an interview conducted by Fintrust Director of Marketing and Client Engagement Paige Siniard, with Allen Gillespie, CFA®, President, Managing Partner Investments. August 2019 Who is Mrs. Watanabe? Q: Allen, the other day in a Fintrust Investment Policy meeting you mentioned “Mrs. Watanabe.” Who is she? A: “Mrs.…
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