Wealth Management
and Market Notes
ram·part /ˈram-pärt/ Noun 1. A defensive wall of a fort or castle. 2. A means of protection or defense.

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Despite stunted growth, IBM offers great potential

I appeared on Fox Business “After the Bell” where I reiterated our view that the US markets have been range-bound. We believe that the markets will soon snap out of its coma. The US economy is still on the rise, which presents a good buying opportunity for several stocks. Cyclical-oriented stocks are particularly attractive and… Continue reading →

Charlie’s month-end reading list

Hello, Ramparts readers! Time to kick off the summer with another compilation of articles that caught our interest. The first piece, “This McKinsey presentation is the key to understanding the entire Verizon-AOL deal” by Jim Edwards of Business Insider examines the increasing consumption of digital and mobile video behind the Verizon-AOL deal. The audience tide… Continue reading →

DON’T Sell in May and Go Away

You’ve likely heard the old investing adage, “sell in May and go away” and in our latest podcast our chief investment officer Charlie Smith will explain how this old saying got started. He’ll also discuss why it might be dangerous for investors to follow this old proverb. Be sure to listen to get an updated… Continue reading →

Steer clear of social media stocks

I recently returned to CNBC “Closing Bell” to dissect current market conditions and offer our long-term investing perspective. I was asked to discuss where I see opportunity for investors. As our clients have a longer-term time horizon, we are looking at companies not market valuations. We see great opportunity in the IT/tech sector and industrials… Continue reading →

Retirement strategies for the “established” worker

We recently came across an interesting study that highlighted the record high that 401(k) account balances have hit. In addition, participants in employer-sponsored plans are increasingly optimistic: 3/4 of respondents reported feeling confident about financing their golden years. While there are many factors that go into this specific study – such as expected market direction,… Continue reading →

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