September 21, 2023

Will A Recession Ever Materialize? (Waiting for Godot)

As we discuss the probability of a recession here in Fall 2023, we are reminded of the white paper we wrote in Fall 2021 – “Inflation – Yes or No?” Then, most observers, especially the Fed, were arguing that
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July 20, 2023

Bob Doll’s Quarterly Webinar: 2H23

Economic and Investment Outlook for 2H 2023 presented by CIO, Bob Doll, CFA®
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June 22, 2023

Future Returns Mediocre – Accepting Average II

In 1Q 2022, we wrote a white paper (“Accepting Average”) where we argued that traditional assets (stocks and bonds) would likely have subpar returns. With stocks and bonds down noticeably since then
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April 13, 2023

Doll’s Deliberations Quarterly Webinar: Q2 2023

Economic and Investment Outlook for Q2 2023 presented by CIO, Bob Doll, CFA®
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January 11, 2023

Crossmark 10 Predictions for 2023 White Paper

Global financial assets experienced near record volatility in a generally hostile environment for investors given that the Fed and other central banks left themselves exposed to a rise in inflation
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January 3, 2023

10 Predictions for 2023

The Fed Calls the Shots
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December 2, 2022

History of Values-Based Investing

The first seeds of values-based investing were planted thousands of years ago and set the framework for today’s approaches to responsible investing.
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September 14, 2022

Dividends – What’s All the Excitement?

Dividends and dividend-paying stocks are getting renewed attention in recent months.
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May 25, 2022

Why Faith-Based Money Management

Your values and faith influence the way you live your life, shouldn't they influence the way you invest?
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April 20, 2022

 10 Predictions for 2022 – Q1 2022 Update 

Our view is that the equity market is in a tug of war between a good earnings tailwind and a modest valuation headwind
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