May 15, 2024: Why Are Consumers Pessimistic?
Last week’s consumer sentiment report from the University of Michigan reaffirmed that consumers are feeling increasingly negative about the economy. These negative sentiments persist despite jobs growing at an average […]
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May 8, 2024: A Strong Start to the Year in Corporate Earnings
High interest rates, global conflict, problems in commercial real estate—despite these ongoing concerns, the U.S. corporate juggernaut carries forward. Through Monday, over 85% of companies in the S&P 500 Index […]
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May 1, 2024: Why Budget Deficits Matter
本周，有正规的大网赌网站吗者将消化一系列经济数据，包括最新的美国经济数据.S. job market and on manufacturing and service activity. These releases come amid a busy week […]
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Narrow Stock Market, Again
去年，我们发表了两篇季度性的《网赌正规平台网址》报告，指出美国经济表现不佳.S. stock market, and for good reason. Over half of the S&P 500 Index’s 24.2% price […]
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Concentrated Stock Positions: Considering Your Next Steps
Morgan Housel in his book, Psychology of Money, 讨论了一个为许多人所痴迷，却被少数人实现的现象:创造可观的财富, as quickly as possible. He says […]
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Best Place to Work in Indiana 2024
3月4日，戈尔泽有正规的大网赌网站吗管理公司再次被选为2024年印第安纳州最佳工作场所, 2024 INDIANAPOLIS – Goelzer Investment Management, one of Indiana’s largest registered […]
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Accessing Private Markets with Interval Funds
Interest in accessing private market assets continues to grow among institutional and high net worth investors. 私人市场资产通常被称为替代品，只是有正规的大网赌网站吗的能力[…]
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MarketWatch, January 19, 2024
I want my son to inherit my $1.2 million house. Should I leave it to my second husband in my will? He promised to pass it on. Director of […]
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Our Annual Look into the Future
For all but a few prognosticators, 2023 was a humbling one. 正如我们在上个季度的Insights中提到的，大多数经济学家在进入2023年时都预测会出现衰退. And stock market forecasters were […]
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Gavin W. Stephens, CFA to Serve as Chief Investment Officer
We are pleased to announce that Gavin W. 斯蒂芬斯将于明年1月1日起担任该公司的首席有正规的大网赌网站吗官. As CIO, Gavin will lead our Investment Management team, […]
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Special Event with Marianne Glick & Yvonne Shaheen
As part of our engagement with endowments, foundations, non-profits, and other institutions, we hosted Marianne Glick and Yvonne Shaheen for a moderated conversation in November to focus on their […]
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Goelzer Releases 2023 Community Engagement Report
December 13, 2023 We are proud to share our new Community Engagement Report, which highlights our efforts this year to Enrich the Lives of Our Clients, Colleagues, and Community. […]
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Best Place to Work in Money Management 2023
Goelzer Investment Management, Inc. 在全国养老金审查中被选为最佳资金管理工作场所 & Investments NEW YORK, NY (Dec. 12, 2023) – Goelzer […]
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Bringing Clarity to Your Legacy
Warren Buffet once remarked, “今天有人坐在树荫下，因为很久以前有人种了一棵树.” Planting and nurturing a tree to the point that it […]
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Where’s My Recession?
In the mid-2000s, author Daniel H. Wilson published “Where’s My Jetpack?，这本书是写给那些沮丧的未来主义者的，他们正在寻找很久以前就承诺过的科技奇迹. Somewhat like Wilson, investors have spent […]
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Sustainable Spending Policy: What Nonprofits Should Know
Among the many decisions facing an investment committee, few are as critical as setting an appropriate spending policy. Comprising a set of rules to govern how a nonprofit will distribute […]
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The Tax Cuts & Jobs Act of 2017: Gazing into the Sunset
All Good Things May Come to an End The Tax Cuts and Jobs Act of 2017 (TCJA) received a great deal of attention for providing significant income tax savings […]
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MarketWatch, August 14, 2023
亲爱的税务人员:我继承了一栋湖边别墅，但我想把我的那份给我妹妹. How can we do this — and avoid paying taxes? Director of […]
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Artificial Intelligence: Analysis from an Investment Perspective
During the first half of 2023, the S&P 500 Index returned 16.8%，其中近四分之三的业绩来自十家公司.1 The dominating theme driving these lopsided returns […]
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The Narrow Stock Market: And the Trends That Got Us Here
Much has been written about the U.S. stock market’s narrow performance this year—and for good reason. At its most extreme, five months into the year, all of the S&P 500 […]
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Strategies for Institutions to Manage Excess Cash
“Is our money safe at the bank?” Until recently, that question probably has not kept you up at night. 然而，前所未有的时代往往会改变优先顺序，而且，随着最近的[…]
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Tax-driven Retirement Plan Choices Post-SECURE 2.0
The past few years have presented a chaotic landscape of new rules and regulations related to federal income taxes. The recent passing of SECURE Act 2.0 in late 2022 created […]
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The Path to Normal
I am often asked, “When will things return to normal?” Despite their daily routines returning to normal, 有正规的大网赌网站吗者继续感受到Covid-19大流行对经济的余震[…]
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Nurturing Donor Base Critical for Institutions of Higher Ed
Overall, people are giving more to nonprofits. 在过去的40年里，美国慈善捐款的平均年增长速度是10%.S. has been $10.7 billion and reached an all-time […]
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Thoughts on the Fallout from Silicon Valley Bank
In recent days, state banking authorities and the FDIC have closed three banks: Silvergate, Signature Bank, and Silicon Valley Bank (SVB). Both Silvergate and Signature Bank held a niche in […]
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Planning to Protect Your Legacy
A vital part of comprehensive wealth planning is the estate plan. If you have invested the effort to define your goals, manage your cash flow, and save and invest toward […]
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Best Place to Work in Indiana 2023
Goelzer有正规的大网赌网站吗管理公司于2023年2月27日再次被选为印第安纳州最佳工作场所, 2023 INDIANAPOLIS – Goelzer Investment Management, one of Indiana’s largest registered […]
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Improved Expectations
Investors have been through a volatile multi-year stretch. 全球流行病和不稳定的货币政策相结合，导致美国gdp下降20%或更多.S. stock prices in three […]
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MarketWatch, December 27, 2022
亲爱的税务先生:我给一个癌症晚期的朋友买了一个便携式氧气机. Could it be a charitable donation? Senior Wealth Advisor Michelle Jann reviews some of […]
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Charting Your Financial Journey in 2023
你有兴趣在2023年将你的财务转移到不同的方向吗? If so, it is time to plan your trip. And like all trips, your financial journey will […]
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MarketWatch, December 21, 2022
Opinion: RMD calculation for charitable contributions: Here’s the most tax-efficient way to give Senior Wealth Advisor Michelle Jann reviews the benefits of qualified charitable distributions (QCDs) for MarketWatch readers. […]
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Goelzer’s Special Event with Moira Carlstedt, John Elliott, & Ann Murtlow
On November 29th, more than a hundred non-profit leaders, board members, and friends joined us for a special, moderated conversation with Moira Carlstedt, John Elliott, and Ann Murtlow that […]
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TD Ameritrade Network, December 16, 2022
在当今市场构建有正规的大网赌网站吗组合的最佳方式有正规的大网赌网站吗组合管理总监Gavin Stephens, CFA, joined “Morning Trade Live” host Oliver Renick to talk about fixed income, […]
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Goelzer Releases 2022 Community Engagement Report
December 12, 2022 Our core purpose is to Enrich the Lives of our Clients, Colleagues, and Community, 我们的2022年社区参与报告强调了我们过去的许多努力[…]
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Giving Strategies in a Challenging Market
随着感恩节的临近，我们的思绪往往会转移到我们所爱的人和我们的社区. 捐赠的季节也从感恩节后一周的“捐赠星期二”开始. Many people […]
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When Good News Is Bad News
As this difficult year for investors moves ahead, a peculiar logic is taking hold over the markets: what is good is bad, and what is bad is good. In other […]
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The Bond Buyer, July 28, 2022
Munis follow UST rally post-weak GDP; fund inflows return Director of Portfolio Management Gavin Stephens, CFA, tells The Bond Buyer that most of the damage to bonds is finished […]
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MarketWatch, July 26, 2022
Here’s the threat to markets if investors ignore ‘nontrivial’ stagflation risk In a current state of stagflation, 有正规的大网赌网站吗组合管理总监Gavin Stephens向MarketWatch提供了关于如何[…]
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The Rising Value of Money
In our April 2021 edition of Insights, I wrote that inflation would become the new worry for investors. With the consumer price index above 8% the past three months, that […]
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Wealth-building Strategies to Consider in Down Markets
In times of stress, our natural reaction is to either run for the hills, fleeing from what threatens us or to freeze and do nothing, choosing to endure and hoping […]
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The Wall Street Journal, June 22, 2022
Stocks Wobble as Powell Testifies Before Congress Director of Porfolio Management Gavin Stephens spoke to The Wall Street Journal about recent market moves and recession indicators. To read […]
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Life’s Third Act Podcast, June 21, 2022
A discussion on markets and Goelzer’s expansion into St. Louis Don Hutchinson and Brett Stehl discuss the economy and inflation, market strategies and Goelzer’s expansion into St. Louis with […]
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FIN-News, June 9, 2022
Investment Advisor Adds Institutional Consultant FIN-News, which provides insights on the institutional asset management space, 报道说，随着我们的发展，我们聘请了Brett Stehl作为网赌正规平台网址顾问[…]
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Goelzer扩大服务，加入Brett Stehl CFA®，CAIA作为网赌正规平台网址顾问
INDIANAPOLIS, IN – May 31, 2022 – Goelzer Investment Management, an Indianapolis-based investment firm, 我很自豪地宣布，布雷特·斯特尔已加入公司，以加强戈尔泽的服务，以[…]
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CNN Business, May 16, 2022
Stocks could fall a lot further Director of Portfolio Management Gavin Stephens is quoted on whether the Fed will stay the course and hike rates, despite the stock market […]
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Is a Fed Put in Play?
Will declining stock prices cause the Federal Reserve to alter its course? May 2022 During the last hiking cycle—a slow, deliberate cycle that began in December 2015—investors […]
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The Bond Buyer, April 27, 2022
Munis steady in their own lane amid UST volatility Director of Portfolio Management Gavin Stephens speaks about time-sensitive opportunities in municipal bonds. To read this article, please click […]
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On the Probability of Recession
April 2022 Prior to each of the past six U.S. economic recessions, the yield on 2-year U.S. Treasury notes has risen above the yield on 10-year U.S. Treasury bonds—a […]
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Reuters, April 22, 2022
Analysis: Some investors tiptoe back into Treasuries, as hawkish Fed clouds outlook Director of Portfolio Management Gavin Stephens discusses Goelzer’s bond strategy amid a hawkish Fed. To read […]
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The Bond Buyer, April 18, 2022
Munis hit on long end, play catch-up to Treasuries Director of Portfolio Management Gavin Stephens’ commentary on the chances of a near-term recession is quoted. To read this […]
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Sorting Through the Headwinds
新的一年里，整个股市的波动性急剧上升, bond, and commodities markets. Chart 1, for example, shows that daily price volatility for the […]
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Inflation Impacts Foundations in Unique Ways
March 2022 Inflation is at the top of most minds—and with good reason. The most recent information released by the US Bureau of Labor Statistics cites that the Consumer Price […]
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War in Ukraine: Implications for the Economy and Markets
March 2022 Following Vladimir Putin’s decision to invade Ukraine, we have fielded many questions about potential spillover effects of the war on the global economy and on financial markets. […]
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MarketWatch, March 25, 2022
Stock-market investors should watch this part of the yield curve for the ‘best leading indicator of trouble ahead’ Director of Portfolio Management Gavin Stephens speaks to Joy Wiltermuth about […]
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The Bond Buyer, March 24, 2022
Munis hit hard on short end, damage felt along curve Director of Portfolio Management Gavin Stephens’ commentary on the 3m/10y yield curve is quoted. To read this article, […]
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Barron’s, March 23, 2022
The ‘Yield Curve’ Is Close to Inverting. A Different Curve Tells a More Upbeat Story Director of Portfolio Management Gavin Stephens is quoted on why investors may be watching […]
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Best Place to Work in Indiana 2022
2月22日，戈尔泽有正规的大网赌网站吗管理公司被选为“2022年印第安纳州最佳工作场所”公司, 2022 INDIANAPOLIS – Goelzer Investment Management, one of Indiana’s largest registered investment […]
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Best Place to Work for Financial Advisers
Goelzer Investment Management Named a 2022 Best Place to Work for Financial Advisers in Nationwide Program February 7, 2022 INDIANAPOLIS – Goelzer Investment Management, one of Indiana’s largest […]
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Our Annual Look to the Future
January 2022 “Tomorrow belongs to those who can hear it coming.——大卫·鲍伊我们的惯例是每年一开始就更新我们的十年计划。
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Goelzer Releases 2021 Community Engagement Report
December 15, 2021 At Goelzer Investment Management, we are committed to enriching the lives of our clients, our colleagues, and those in our community. We believe that we […]
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ESG Investing: What, Why, and Considerations for Successful Implementation
November 2021 Growing interest surrounding ESG investing, which stands for Environmental, Social, and Governance, requires institutional investors to be aware of the challenges and considerations in successfully implementing ESG […]
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Where Have the Vigilantes Gone?
October 2021 “I used to think if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter. But now I want […]
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What’s Your Business Exit Strategy?
Critical Actions for Success Most business owners agree that having a formal transition strategy is important, yet 80% of owners don’t have one. It’s easy to delay the process, […]
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When Volatility Matters
July 2021 Investing involves risks. One type of risk we all try to avoid is the permanent loss of money. But a more common risk faced by investors is temporary […]
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Goelzer Investment Management is Back Downtown
July 6, 2021 Goelzer Investment Management is proud to announce the full return of our team to our headquarters on the Circle in Downtown Indianapolis and the full reopening […]
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《市场趋势:为什么未来10年不会和过去10年一样，有正规的大网赌网站吗者今天应该做什么
Goelzer Investment Management’s Institutional Advisory Team provides a unique look into capital market conditions with an eye towards the re-opening of the economy, intermediate implications of a shift in fiscal […]
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Inflation: The New Worry
April 2021 Investing is a never-ending struggle between worry and optimism. 过去14个月的表现比近期记忆中的任何时期都要好. Beginning with panicked selling set off […]
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Best Place to Work in Indiana 2021
Goelzer Investment Management Selected as a “2021 Best Places to Work in Indiana” Company February 2021 Goelzer Investment Management, one of Indiana’s largest registered investment advisory firms, is very […]
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More or Less the Same
“After changes upon changes we are more or less the same.” PAUL SIMON, 《拳击手》2021年1月鉴于2020年疫情造成的所有经济动荡和痛苦, […]
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Abnormal Economy, Abnormal Markets
October 2020 While still below January’s pre-pandemic level, the U.S. 解除封锁限制以来，中国经济取得长足发展. Yet today’s economy is far from normal and, […]
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How the CARES Act May Affect Your 2020 Taxes
October 2020 The CARES Act was passed in the spring in an effort to help Americans through the pandemic and ensuing economic turmoil. It also may provide a few additional […]
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Indiana Sheriffs: Protecting Your Pension in Changing Times
August 2020 In Indiana, our county sheriffs protect our communities and enforce our laws, 我们非常感谢治安官和他们的副手提供的安全保障. […]
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The Recovery Begins
我们从好消息开始:2月份开始的经济衰退已经结束. That is not to say that the economy is back to where it was […]
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The Importance of Alternatives in Time of Crisis
随着股市经历了两次熊市，利率在2000年代下降, interest in alternatives became more pronounced. This was coupled with innovation in financial instruments, including […]
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The Importance of a Strong IPS
June 2020 The importance of a strong Investment Policy Statement in times of crisis: What can (and should) you be doing? What happens when you make short-term decisions with long-term capital? Think long-term […]
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New Laws and Tax Strategies for 2020
June 2020 Over the past six months, Congress has passed two new laws that affect retirement, charitable giving, and estate planning. The new laws known as the SECURE (Setting Every […]
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Our Plan to Reopen Our Office Following the Recent Stay-at-Home Orders
May 2020 Goelzer Investment Management reopened our offices in downtown Indianapolis this week in accordance with our new Return to the Office Plan, which is designed to protect the health […]
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Maintain a Disciplined Approach
April 2020 Mitigation efforts to slow the spread of COVID-19 are affecting the daily lives of people around the world. Some 2.6 billion people are now living under government […]
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A Message about the Market’s Reaction to Coronavirus
March 2020 Given recent events, extreme volatility, and understandable concern, 我们想让你们知道，我们非常关注当下，并在新信息可用时对其进行评估. We […]
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Goelzer Investment Management Welcomes Chris W. Cotterill as Chief Operating Officer
January 2020 “At Goelzer, intellectual capital has always been one of our strengths, and with Chris Cotterill aboard, 我们正在提高我们的管理能力，以便我们的客户继续[…]
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Markets Soar in an Imperfect Economy
January 2020 The stock market reminded us again this past year that a perfect economy is not required to push stock prices higher. Rather, prices climb on signs of […]
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Spending Guidelines for Institutional Investors
大多数网赌正规平台网址依靠他们的有正规的大网赌网站吗组合来资助他们的预算. From tuition assistance to basic operational assistance, 这些网赌正规平台网址利用他们的有正规的大网赌网站吗资金来完成他们的使命. […]
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What the markets are telling us
August 2019 What is one to make of the markets over the past six months? 首先，股市下跌20%，债券收益率下降，两者都正确地预测了[…]
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Why Own Bonds?
August 2018 The first three quarters of 2019 have produced unexpectedly strong results for bond investors. Slowing global economic growth, declining inflation expectations, and accommodative central bank policies have […]
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Why Your Bonds Should Be Actively Managed
有正规的大网赌网站吗者对被动有正规的大网赌网站吗策略的接受程度越来越高. Meanwhile, funds that employ active strategies—that is, 那些管理者努力超越基准的公司已经失去了市场份额[…]
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Understanding Your Risk Capacity
We all face risks as investors. Stock market volatility, interest rate changes, 资本的永久损失只是我们在追求……的过程中所面临的众多风险中的一小部分。
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The Spending Question
April 2018 How much can I spend each year without depleting my portfolio? It’s a question we hear often from clients. While the question is simple, calculating the answer […]
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Our Long-Term Outlook
January 2018 It’s not just people who like to take time off now and then. 显然，波动性也需要一段时间的休息——至少过去一年的股票是这样的。
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The Economics of Natural Disasters
October 2017 Before starting this quarter’s discussion, I first want to extend from all of us at Goelzer our heartfelt sympathies to those who have suffered due to the […]
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Managing Bonds When Interest Rates are Rising
April 2017 “Higher interest rates may be coming.” That was the forecast we shared on these pages one year ago. Our forecast was based on expectations for higher inflation […]
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Recent Stock Market Rally — Too Far, Too Fast?
January 2017 The U.S. stock market was both a volatile and rewarding place to invest in 2016. Thanks to a sharp year-end rally set off by the U.S. elections, […]
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Low Interest Rates Require More Savings
October 2016 Central bankers across the developed world continue to rely on low or even negative interest rates to spur economic growth. The resulting low returns on bank accounts and […]
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Focusing on Your Earnings
下图显示了美国石油公司的月度价格和未来12个月的收益&P 500 Index since January 2000. What the chart makes clear is the […]
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Higher Interest Rates May Be Coming
April 2016 Markets have a way of wearing people down. 通过向一个方向移动或在一段时间内保持在一个范围内, markets convince people that the […]
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Too Much, Too Many
January 2016 Since the start of the industrial revolution, people have worked to become proficient at mining, manufacturing, financing, and selling all types of goods. It became evident this […]
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The Role of Stocks in Meeting Your Income Needs
许多有正规的大网赌网站吗者关心的是如何确保可靠和不断增长的收入流. 在Goelzer有正规的大网赌网站吗管理公司，我们相信实现收入的关键是…
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Managing through Volatile Markets
October 2015 Volatility is back. The stock market’s mostly smooth climb higher since 2012 was interrupted this past quarter with stock prices, at the worst point, declining by 10% over […]
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