Insight

Insight July 7, 2023 Patrick A. Snell, CFA, CAIA Chief Investment Officer Alex Campbell Research Analyst Automation & Robotics Theme Companies across the globe are facing structural changes [...]

Insight April 24, 2023 Edwin R. Barton Chief Portfolio Strategist   The Dollar: Impact on Corporate Earnings  Changes in the value of the dollar, which is the world’s reserve currency, can [...]

Insight March 29, 2023 Patrick A. Snell, CFA, CAIA Chief Investment Officer Olivia Snell Research Analyst   AI Theme While artificial intelligence (AI) accounts for a very small portion of [...]

Insight March 20, 2023 Patrick A. Snell, CFA, CAIA Chief Investment Officer   M Capital Advisors Awarded Manager of the Decade Quarterly PSN Top Guns List published by Zephyr identifies [...]

Insight January 25, 2023 Patrick A. Snell, CFA, CAIA Chief Investment Officer   Defense & Space Theme   The development, deployment, and acquisition of equipment, enabling [...]

Insight September 28, 2021 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer A Note on Bonds vs. Stocks Understanding the nature of bonds and stocks will go a long way [...]

Insight August 31, 2021 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer Retiree:  What’s the Risk? One of the first questions a person nearing retirement often asks [...]

Insight May 7, 2020 Don A. Keeney, CFA, CFP Principal, Portfolio Manager I was having a conversation with a client recently, and it was a comment he made in passing: “I guess we are all in a bit [...]

Insight March 27, 2020 Patrick A. Snell, CFA, CAIA Principal, Portfolio Manager   The fact that the government imposed economic shutdown (due to social distancing) has led to reduced [...]

Insight March 23, 2020 Don Keeney, CFA, CFP Principal, Portfolio Manager   We have officially reached the point where the phone is ringing with regularity. I have been pleased with the [...]