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    Investment Commentary

    • Home
    • What We Think
    • Investment Commentary
    Lauren Klaiber, CFA

    Investing is Like Baking: You Need to Find the Right Mix

    May 1, 2025
    Benton Bragg, CFA, CFP®

    New World Order? 1st Quarter 2025 Commentary

    March 31, 2025
    Matthew S. DeVries, CFA

    1st Quarter 2025: Market and Economy

    March 31, 2025
    Anthony Bykovsky, CFA

    The Tortoise and the Hare: Why Most Investment Predictions Fall Short

    February 5, 2025
    Benton Bragg, CFA, CFP®

    The Next 60 Years: 4th Quarter 2024 Commentary

    December 31, 2024
    Matthew S. DeVries, CFA

    4th Quarter 2024: Market and Economy

    December 31, 2024
    Clint Townsend, CPA, CFA

    The Trump Trade

    November 25, 2024
    Kermeka Ferguson

    Financial Health: Lessons from the Doctor’s Office

    November 14, 2024
    Benton Bragg, CFA, CFP®

    No Free Lunch: 3rd Quarter 2024 Commentary

    September 30, 2024
    Matthew S. DeVries, CFA

    3rd Quarter 2024: Market and Economy

    September 30, 2024
    Benton Bragg, CFA, CFP®

    Mont Ventoux: 2nd Quarter 2024 Commentary

    June 30, 2024
    Matthew S. DeVries, CFA

    2nd Quarter 2024: Market and Economy

    June 30, 2024
    T. Ben Rose, CFA, CFP®

    Why Not Just Own Large Caps?

    May 2, 2024
    Benton Bragg, CFA, CFP®

    Hurtling Along: 1st Quarter 2024 Commentary

    March 31, 2024
    Matthew S. DeVries, CFA

    1st Quarter 2024: Market and Economy

    March 31, 2024
    Anthony Bykovsky, CFA

    Fishing Requires Patience

    March 15, 2024
    Benton Bragg, CFA, CFP®

    Resilience: 4th Quarter 2023 Commentary

    December 31, 2023
    Matthew S. DeVries, CFA

    4th Quarter 2023: Market and Economy

    December 31, 2023
    Clint Townsend, CPA, CFA

    Election Predictions

    December 27, 2023
    Benton Bragg, CFA, CFP®

    Big Cats and Best-laid Plans: 3rd Quarter 2023 Commentary

    September 30, 2023
    Matthew S. DeVries, CFA

    3rd Quarter 2023: Market and Economy

    September 30, 2023
    Benton Bragg, CFA, CFP®

    Artificial Intelligence: 2nd Quarter 2023 Commentary

    June 30, 2023
    Matthew S. DeVries, CFA

    2nd Quarter 2023: Market and Economy

    June 30, 2023
    Brian Bonewitz, CFA

    The Counterintuitive Stock Market Strategy: Lose Less

    May 26, 2023
    Benton Bragg, CFA, CFP®

    Turkey Season: 1st Quarter 2023 Commentary

    March 31, 2023
    Matthew S. DeVries, CFA

    1st Quarter 2023: Market and Economy

    March 31, 2023
    Anthony Bykovsky, CFA

    The Ugly Truth of Diversification

    February 23, 2023
    T. Ben Rose, CFA, CFP®

    ESG Investing: A Big Help or a Big Hype?

    January 13, 2023
    Benton Bragg, CFA, CFP®

    Stair Climber: 4th Quarter 2022 Commentary

    December 31, 2022
    Matthew S. DeVries, CFA

    4th Quarter 2022: Market and Economy

    December 31, 2022
    Brian Bonewitz, CFA

    Dealing With Inflation

    October 10, 2022
    Benton Bragg, CFA, CFP®

    Serious Headwinds: 3rd Quarter 2022 Commentary

    September 30, 2022
    Matthew S. DeVries, CFA

    3rd Quarter 2022: Market and Economy

    September 30, 2022
    Benton Bragg, CFA, CFP®

    Getting Skunked: 2nd Quarter 2022 Commentary

    June 30, 2022
    Matthew S. DeVries, CFA

    2nd Quarter 2022: Market and Economy

    June 30, 2022
    Benton Bragg, CFA, CFP®

    Interest Rates, Inflation and Your Portfolio: Special Market Commentary

    May 12, 2022
    Anthony Bykovsky, CFA

    Value Still Beats Growth

    April 30, 2022
    Benton Bragg, CFA, CFP®

    Ping Pong: 1st Quarter 2022 Commentary

    March 31, 2022
    Matthew S. DeVries, CFA

    1st Quarter 2022: Market and Economy

    March 31, 2022
    Benton Bragg, CFA, CFP®

    Dinosaur: 4th Quarter 2021 Commentary

    December 31, 2021
    Matthew S. DeVries, CFA

    4th Quarter 2021: Market and Economy

    December 31, 2021
    Benton Bragg, CFA, CFP®

    Paw Paws and Persimmons: 3rd Quarter 2021 Commentary

    September 30, 2021
    Matthew S. DeVries, CFA

    3rd Quarter 2021: Market and Economy

    September 30, 2021
    Benton Bragg, CFA, CFP®

    Higher Tax Bills Ahead!

    June 30, 2021
    Benton Bragg, CFA, CFP®

    Lake Wylie–Coming Together: 2nd Quarter 2021 Commentary

    June 30, 2021
    Matthew S. DeVries, CFA

    2nd Quarter 2021: Market and Economy

    June 30, 2021
    Brian Bonewitz, CFA

    Speculator or Investor—Which are You?

    June 29, 2021
    Benton Bragg, CFA, CFP®

    Donkeys for Sale: 1st Quarter 2021 Commentary

    March 31, 2021
    Matthew S. DeVries, CFA

    1st Quarter 2021: Market and Economy

    March 31, 2021
    John F. Bragg III, CFP®

    That Market Expert Isn’t Your Friend

    March 1, 2021
    Benton Bragg, CFA, CFP®

    Duck Blind: 4th Quarter 2020 Commentary

    December 31, 2020
    Matthew S. DeVries, CFA

    4th Quarter 2020: Market and Economy

    December 31, 2020
    Benton Bragg, CFA, CFP®

    The Republic Will Stand: 3rd Quarter 2020 Commentary

    September 30, 2020
    T. Ben Rose, CFA, CFP®

    2020 Election

    September 25, 2020
    Brian Bonewitz, CFA

    FAANGM Stocks—Winner Take All?

    August 13, 2020
    Benton Bragg, CFA, CFP®

    2nd Quarter 2020: It’s the Fed

    June 30, 2020
    Matthew S. DeVries, CFA

    2nd Quarter 2020: Market and Economy

    June 30, 2020
    Benton Bragg, CFA, CFP®

    1st Quarter 2020: After the Virus

    April 5, 2020
    Matthew S. DeVries, CFA

    1st Quarter 2020: Market and Economy

    April 5, 2020
    Benton Bragg, CFA, CFP®

    Special Market Commentary: COVID-19 and the Market

    March 20, 2020
    Matthew S. DeVries, CFA

    A Recession is Here (Probably)

    March 19, 2020
    Benton Bragg, CFA, CFP®

    Special Market Commentary: Market Volatility and COVID-19

    March 12, 2020
    Benton Bragg, CFA, CFP®

    Special Market Commentary: coronavirus COVID-19

    February 28, 2020
    Brian Bonewitz, CFA

    Is Now a Good Time to Invest for the Long Term?

    February 7, 2020
    Benton Bragg, CFA, CFP®

    4th Quarter 2019: Black Lab Puppy

    December 31, 2019
    Matthew S. DeVries, CFA

    4th Quarter 2019: Market and Economy

    December 31, 2019
    Phillips Bragg, CFP®, AEP®

    3rd Quarter 2019: Drought

    September 30, 2019
    Matthew S. DeVries, CFA

    3rd Quarter 2019: Market and Economy

    September 30, 2019
    Matt DeVries, CFA

    A Recession Is Coming (Eventually)

    August 16, 2019
    T. Ben Rose, CFA, CFP®

    Total Return vs. Income: Investing in an Age of Low Interest Rates

    August 15, 2019
    Benton Bragg, CFA, CFP®

    2nd Quarter 2019: Toyota Tacoma

    June 30, 2019
    Matthew S. DeVries, CFA

    2nd Quarter 2019: Market and Economy

    June 30, 2019
    Benton Bragg, CFA, CFP®

    1st Quarter 2019: Lost in the Woods

    March 31, 2019
    Matthew S. DeVries, CFA

    1st Quarter 2019: Market and Economy

    March 31, 2019
    Benton Bragg, CFA, CFP®

    4th Quarter 2018: Greenspan Returns

    December 31, 2018
    Matthew S. DeVries, CFA

    4th Quarter 2018: In Like a Lion, out Like a Lamb

    December 31, 2018
    Matthew S. DeVries, CFA

    3rd Quarter 2018: Market Commentary

    September 30, 2018
    Benton Bragg, CFA, CFP®

    3rd Quarter 2018: With Cicero, Looking Back

    September 30, 2018
    Matthew S. DeVries, CFA

    2nd Quarter 2018: Market Commentary

    June 30, 2018
    Benton Bragg, CFA, CFP®

    2nd Quarter 2018: Big Fish

    June 30, 2018
    Matthew S. DeVries, CFA

    1st Quarter 2018: Market Commentary

    March 31, 2018
    Benton Bragg, CFA, CFP®

    1st Quarter 2018: Lessons from 25 Years

    March 31, 2018
    Matthew S. DeVries, CFA

    4th Quarter 2017: Market and Economy

    December 31, 2017
    Benton Bragg, CFA, CFP®

    4th Quarter 2017: A High P/E and the DMV

    December 31, 2017
    Matthew S. DeVries, CFA

    3rd Quarter 2017: Market & Economy

    September 30, 2017
    Benton Bragg, CFA, CFP®

    3rd Quarter 2017: Car Wash

    September 30, 2017
    Matthew S. DeVries, CFA

    2nd Quarter 2017: Market & Economy

    June 30, 2017
    Benton Bragg, CFA, CFP®

    2nd Quarter 2017: Bedpans and Bull Markets

    June 30, 2017
    Matthew S. DeVries, CFA

    1st Quarter 2017: Market & Economy

    March 30, 2017
    Benton Bragg, CFA, CFP®

    1st Quarter 2017: Reagan, Trump and the Chevy Vega

    March 30, 2017
    Matthew S. DeVries, CFA

    4th Quarter 2016: Market & Economy

    December 31, 2016
    Benton Bragg, CFA, CFP®

    4th Quarter 2016: Jackson Lake

    December 31, 2016
    Benton Bragg, CFA, CFP®

    It’s Always Tuesday Morning: Timing the Market

    December 13, 2016
    Matthew S. DeVries, CFA

    3rd Quarter 2016: Market & Economy

    September 30, 2016
    Benton Bragg, CFA, CFP®

    3rd Quarter 2016: Brown Cows & Black Swans

    September 30, 2016
    Matthew S. DeVries, CFA

    2nd Quarter 2016: Market & Economy

    June 30, 2016
    Benton Bragg, CFA, CFP®

    2nd Quarter 2016: First Aid Kit

    June 30, 2016
    Matthew S. DeVries, CFA

    1st Quarter 2016: Market & Economy

    March 30, 2016
    Benton Bragg, CFA, CFP®

    1st Quarter 2016: Chopping Wood

    March 30, 2016
    View Investment Commentary Archive

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