Archive for October, 2015

BICKFORD: HELPING HAND

October 16, 2015

HELPING HAND

Evercore Wealth Management, Partner and Wealth Advisor Jewelle Bickford devotes much of her free time to supporting charitable organizations involved with helping women in developing countries. It’s a passion  that originated from her experiences as a child.

Watch the related WEALTHTRACK episode.

TRENNERT: UNAPPRECIATED BULL MARKET

October 9, 2015

Despite the fact that we have had an almost uninterrupted bull market for the last 6 years, investors have remained largely unconvinced, favoring bonds over stocks by an overwhelming margin. Are the best years of the bull market now behind us? Are equity markets becoming too volatile and risky to navigate safely?  This week’s guest doesn’t think so. Financial Thought Leader, Jason Trennert, Chief Investment Strategist of Strategas Research Partners explains why US stocks are still a good deal for investors. Continue Reading »

TRENNERT: DEFENSE OF WALL STREET

October 9, 2015

DEFENSE OF WALL STREET

Strategas Research Partners’ co-founder and Chief Investment Strategist Jason Trennert has spent his entire career on Wall Street. In addition to his widely followed research and strategy work he is also known for his insightful, thoughtful and sometimes irreverent observations about the Street and its characters. What was the motivation for writing his latest book, My Side of the Street? It was both personal and professional.

Watch the related WEALTHTRACK episode.

TRENNERT: UNAPPRECIATED BULL MARKET

October 9, 2015

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FOCUS ON COMPANIES WITH FINANCIAL STRENGTH

October 9, 2015

FOCUS ON COMPANIES WITH FINANCIAL STRENGTH

  • Entering a period of increased volatility
  • Many companies have taken on large amounts of debt to take advantage of low interest rates
  • IMF warning of rising corporate failures

3 U.S. COMPANIES SEEN AS BETTER CREDITS THAN U.S. TREASURYS

(as of 10/1/15 – Lower 5-year CDS spreads than U.S. Treasurys)

  • Merck
  • Chubb
  • Cambridge Bancorp

Watch the related WEALTHTRACK episode.

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