

ARE ENERGY STOCKS A SMART SOURCE OF RETIREMENT INCOME?
Is it smart to make energy stocks a part of a retiree’s income plan when the demand for oil is low, the end of the fossil fuel era many be nearing, and a new generation of ESG-oriented investors and portfolio managers avoid them? Consider that Exxon Mobil, once the largest capitalization company in the world, has a dividend yield that hovers around 10 percent. The highly-respected and well-managed Chevron has a dividend yield of about 7 percent. With interest rates at histori


Research Report: Investor Behavior Tools to Apply in the Current Market | February 2021
LEGENDARY INVESTOR BENJAMIN Graham once said, “The investor’s chief problem—and even his worst enemy—is likely to be himself.” Financial advisors have it even worse, needing to manage their own biases as well as those of their clients. The equity markets have been turned into a casino game once again with Reddit taking the place of the old AOL chat rooms of 1999. It is clear to us that fundamentals are not driving asset values and have not been for quite some time. GameStop (