Is Your Portfolio Ready for Winter?
Currently, there is a dramatic shift occurring in the global financial markets. Unlike a fantasy novel, it is not as definitive as the first snowfall.
Pendulum Shift: Inflation, Interest Rates, and Fed Policy
The rise in rates has been dramatic and had a pervasive effect across financial markets.
Origins: Crawford Dividend Growth Strategy
The old saying, “necessity is the motherhood of invention” is a good way of introducing the story of the origin of the Dividend Growth strategy.
REITs for the Long Run
REITs are not traditional common stocks, but many of the companies in this area fit very well with our investment priorities and methodology.
Britain's Minsky Moment
On September 28, the Bank of England (BoE) backstopped the gilt market, the British government debt market equivalent to the United States Treasury market.
Index Crowding May Be the Next Problem Facing Investors
While passive investing appears to be serving investors adequately, we see underpinnings of deterioration.
The Big Four: Sifting Through Economic Data
The Big Four provides a framework for our thinking, enabling us to continue to take a long-term approach to investment decision making.
Can Your Portfolio Withstand Divided Government?
In a period where fiscal policy and monetary policy seem to be at odds, we believe investors should participate in the market via high-quality companies.
Recession Watch: Inflation and the Fed
Are we in a recession? While we do not believe we are, we are alert to the possibility of one developing.
The Golden Opportunity: Crawford Small Cap Strategy
We came to realize that the small cap area of the market might actually be the best place to reap the benefits of our long-held philosophy.
The Dividend Effect
The Dividend Effect insulates investors from much of the volatility typically associated with investing.
The Incredible Shrinking P/E Ratio
The decline in share prices combined with stable earnings projections means Price to Earnings ratios have declined significantly over the past six months.
