
Growth of Income: Two Paths, One Philosophy
Our Dividend Growth and Dividend Yield strategies offer two distinct paths to harness the power of dividends, allowing investors to align their portfolios with their specific income and return objectives.

Bursting the Bubble: Speculative Fervor Then & Now
Long-term success comes from staying disciplined, avoiding speculative frenzies, and focusing on remaining invested in high-quality investments that can weather the test of time.

Tariffs & Turbulence: Why Quality Counts
Considering the potential effects of tariffs only serves to underscore the importance of our fundamental, bottom-up research process and high level of scrutiny in our company due diligence and investment decision-making process.

January Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.

New Year's Resolutions for Your Portfolio
The good news about these resolutions? We are certain we will keep them. We have a time-tested philosophy and a 40+ year history of sticking to it.
The Role of Stocks & Bonds in a Balanced Portfolio
Owning a portfolio of companies that regularly increase their earnings and dividends is a powerful force.

Shining Light on Retirement Income
One of the significant, real-world issues with investing in retirement is consistency and reliability of income.

It's Easier Said Than Done
Many would be shocked to learn that the majority of common stocks have lifetime buy and hold returns that are less than that of one month Treasury Bills. Said differently, the stock market overall generates attractive long-term returns, but most stocks fail to even match the returns of Treasury Bills.

September Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.

Common Sense Income Planning in Retirement
When looking at an investor’s retirement through a multi-decade lens, having a lower cost, tax-efficient, income-producing implementation focused on the most efficient asset classes allows for maximum effectiveness.

Diversification Not Over-Diversification
When looking at an investor’s retirement through a multi-decade lens, having a lower cost, tax-efficient, income-producing implementation focused on the most efficient asset classes allows for maximum effectiveness.
Terminal Value: A Lesson in Asymmetry
We believe that at the forefront of any investor’s mind should be both the threat of principal erosion or permanent loss of capital and the significance of the pattern of their investment returns.