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A Note To Investors, February 24, 2020

CORONAVIRUS, RISK MANAGEMENT, THE BUSINESS CYCLE AND ASSET ALLOCATION February 24, 2020 WITH WORLD EQUITY MARKETS OFF STRONGLY TODAY, THE INVESTMENT TEAM HAS RECEIVED A LARGE NUMBER OF QUESTIONS THIS MORNING.  SO, HERE IS THE DATA DUMP. CORONAVIRUS HEADLINES As previously mentioned, world governments are reacting strongly to the outbreak.  Based on the statistics we…
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Wealth Management Quarterly: Groundhog Day And Marvel Superhero Movies

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. February 2020  Download PDFQ1 2020: Groundhog Day & Marvel Movies Q: Allen, last quarter you said we were in a “Caddyshack Market.” Is that still the…
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A Note To Investors

THE MARKET’S REACTION TO CORONAVIRUS January 27, 2020 Markets are down this morning as a result of China’s response to the 2019 – nCoV virus or “coronavirus.”  Our analysts have spent the weekend reading through various reports, and we have compiled our best thinking on the matter. To date, the spread and mortality of the…
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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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