Many people find the performance of bonds, and particularly bond funds, confusing. We know that if we buy a bond for $100 that matures in 5 years and pays a $5 coupon (or 5% yield), then we will earn 5% if we hold that bond...
Investment Consulting
The stock markets in the days immediately following the recent US presidential election were surprising to many in a number of ways. US small company stocks experienced higher returns than US large company stocks. This period helps illustrate how different parts of the market can...
Investors hire advisors for a number of reasons, but the primary reason is usually that they want help choosing investments. Individuals typically rely on brokers or investment advisors. Institutions are served by “investment consultants” who specialize in helping them manage endowments and pension plans. Most...
Last Thursday, June 23, citizens of the United Kingdom voted to leave the European Union. On Friday, June 24, equity markets worldwide lost over $2 trillion dollars with percentage declines outside of Great Britain generally exceeding those on the London market in percentage terms. While there...
We are excited to welcome Brooks Blair to the Porter White & Company (PW&Co) team. Brooks is a financial analyst who supports PW&Co’s investment management clients with a focus on investment research. He started his career at SunTrust Bank, and, most recently, served ACA Performance Services...