Jason Macgregor portfolio manager, financial advisor
Archives

Seasons of the stock market

  Wall Street is full of adages — “buy low, sell high,” “a rising tide raises all the ships” and “sell in May and go away.” Since it’s May it makes sense to take a […]

Jason Macgregor portfolio manager, financial advisor
Archives

Products vs. process

When it comes to investing, most people tend to think about what to buy, not when to buy. Even the media tends to focus on the “The top 10 picks” rather than merits of well-planned […]

Jason Macgregor portfolio manager, financial advisor
Archives

Cap size matters

Any serious conversation about investing inevitably includes a discussion about “cap size.” There are solid proponents of large-cap stocks, ever-hopeful fans of small caps, and in-between mid-cap fans. But what exactly does a cap size […]