TODDTalks - 2021 A Year in Review

December 15, 2021 |Todd Kennedy

Todd Kennedy and Matthew Newby review 2021, dividend paying stocks and discuss a featured stock pick (Mastercard).

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Diary of a Portfolio Manager (COVID Update, Bond Yields and Model Changes)

March 12, 2021 |Todd Kennedy
The upward pressure on bond yields that had been so notable of late was less pronounced over the past week, driven by a confluence of factors that we explain below. Meanwhile, trends on the virus front have deteriorated. The next wave of the pandemic...
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Diary of a Portfolio Manager (Todd's Holiday Reading List)

December 12, 2020 |Todd Kennedy

Todd shares his thoughts on the market outlook for 2021 and book recommendations for over the holidays. Reminder: your DS Online account is the most secure way to access your statements and tax information. Call us to walk through the website!

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Trying to avoid the next downturn

May 27, 2019 |Todd Kennedy

Market timing, or getting out before things get bad and getting back in before things improve, is impossible. Investors know this yet still attempt it.

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Are you missing the forest for the trees?

April 05, 2019 |Corrie Cassalman

The market has been in a bull market for more than 10 years now but these short term concerns are serving to keep the overall sentiment of investors in a skeptical mood at best.

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