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Investment Management
What’s the Difference Between Value and Valuation-Based Investing?
We recommend a diversified, valuation-based approach to investing. And right now, we favor value stocks. Understand what these terms mean in order to build a…More
Investment Management
First Quarter 2021 Insight – Part 2
In Part 1 of our First Quarter 2021 Insight, we touched on the challenging outlook for global growth stocks. In Part 2, we discuss some…More
Investment Management
First Quarter 2021 Insight – Part 1
Asset values, particularly growth stocks, have continued to multiply, and so have the dangers of investing. More than ever, value stocks compute to more durable,…More
Investment Management
Value Stocks: Ready to Grow?
As the markets become more detached from economic reality, it appears value stocks may soon have their day in the sun. Find out what catalysts…More
Investment Management
Third Quarter 2020 Insight
The global pandemic created many uncertainties. Learn how social distancing affects our economy, how day traders impact the markets, and how to plant a diversified…More
Investment Management
First Quarter 2020 Insight-Part 2
The economic hole brought by the COVID-19 pandemic is tens of trillions of dollars wide. In Part II, we examine several potential solutions to bridge…More
Investment Management
First Quarter 2020 Insight-Part 1
The COVID-19 pandemic has dramatically changed the global market landscape. We assess the size of the growing economic hole and the potential ability of government…More
Investment Management
The Market Cycle and the Business Cycle: A Layman’s Guide
Market cycles and business cycles generally run in tandem. But as investors get wary about future economic growth, the magnitude of resulting stock price declines…More
Investment Management
Third Quarter 2019 Insight
Like the ocean's rip currents, the financial markets have a similar force of nature. Learn how globalization, along with monetary and fiscal policies, have acted…More
Investment Management
Second Quarter 2019 Insight–Part III
As we near the limits of monetary and fiscal policy, learn why the galvanizing political divides among voters make remedying a potential economic downturn through…More
Investment Management
Second Quarter 2019 Insight–Part II
The Fed is running out of room to lower interest rates, and the U.S. Treasury may be maxing out the country’s national debt capacity. Understand…More
Investment Management
Second Quarter 2019 Insight-Part I
Our economic foundation requires the right mix of financial liquidity and debt capacity to build a sturdy capital base and strong financial markets. In Part…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Director in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Director in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
