I recently received an email from an old friend and client expressing concerns about our nation’s future and the stability of capitalism. Negative.Read More
We are doing a great deal of research regarding the current bank crisis understanding it is imperative we get it right in positioning.Read More
The average investor saw a volatile year packed with false rallies and lower lows. The environment has changed. In his December 13th, 2022.Read More
Benjamin Graham is widely known as “the father of value investing” writing Security Analysis (1934) with David Dodd and The Intelligent Investor (1949).Read More
Simply put, we don't buy overvalued stocks...EVER. The time to rotate to value stocks is here. Valuation and strong fundamentals MATTER. This time.Read More
On more than one occasion in recent years clients have written us about investing in Starbucks, the trendy coffee chain with locations in.Read More
It is unfortunately difficult in the very noisy financial services sector to tell the difference from a broker working for a large bank,.Read More
Today's 2%+ market sell-off has certainly unnerved some investors. Like any market move in the short-term, it's important to take a deep breath.Read More
At Altrius, we invest our company’s retirement plan assets side by side our clients owning the same stocks and bonds that our clients.Read More
This is a question raised by politicians and individuals alike both on the left and right of the political spectrum. I actually like.Read More