From an early age, many Americans are taught the value of hard work. The harder you work, our society reasons, the more successful and financially prosperous you will be.

G. Ward Keever Builds the Firm of His Dreams. “I bought my first stock when I was seven. My father set me up with a Janney Montgomery Scott brokerage account and

In the financial services world, diversification is generally defined as an investment strategy used to reduce risk and maximize return by allocating money among different financial categories,

We are having a hard time finding high-quality companies at attractive valuations. For us, this is not an academic frustration. We are constantly looking for new stocks by running stock screens

Investors need to cut through the “clutter” and avoid falling for the “next big thing” or fad investment, and instead stick to tried-and-true strategies that align with their financial goals.

Micro indicators are key middle market strategies. In the foreword of their 2017 Global Transactions Forecast, a joint report prepared by Oxford Economics and Baker McKenzie, they state,

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