Large Cap Stocks

Our take on the investing, financial, & economic themes of the day

2016 Year-End Market Review

9 January, 2017 by Matthew O'Brien, Ph.D. in Commentary
Below is a review of market sectors in the fourth quarter of 2016 jointly written by our investment team. Energy Energy stocks were the best performers for the year, posting gains of 25%.  In the fourth quarter, the energy sector was up 8%.  Over 100 oil and gas produces have declared ... read more...

Investing in RULCs: A Promising yet Conservative Strategy

Your portfolio may contain REITs, MLPs, BDCs, TIPS or various other investment acronyms, but do you own any RULCs? Perhaps you’ve never heard the term. That’s probably because I coined it myself, or rather cobbled together the acronym from a phrase used by the legendary investor ... read more...