What to Expect During a Bear Market

How are you finding bargains and protecting your portfolio in this Bear Market? According to Investopedia, a Bear Market happens when, “… a market experiences prolonged price declines. It typically describes a condition in which securities prices fall 20% or more from recent highs amid widespread pessimism and negative investor sentiment.” In other words, investing during a…

Why Staying Invested Is So Important For the Long Run

Do you believe in staying invested, regardless of the market’s ups and downs? We hope you do. We’ll explain why in this article so you feel more confident about the benefits of being and staying invested for the long run. Long-Term Investing Tips Odds in an Investor’s Favor The most important concept for investors to…

How Much Money Do You Need to Retire?

Have you calculated how much money you need to save for retirement? According to the Department of Labor, only half of Americans have done so, even though we will spend – on average – twenty years retired. >> See Top 10 Ways to Prepare for Retirement (pdf) Let’s explore the amount of money you’ll need…

The Guide to Green Investing

Welcome to the Pendragon Capital Management Guide to Green Investing. Green or sustainable investing is something we care intensely about. In fact, it’s why we created the Climate Impact Portfolio. Investors need a sound investment strategy and expertise to evaluate, and select investments, and manage risks in this new world of environmental technologies, business models,…

Investing in Times of 20+ P/Es

As a value investor, you must be asking yourself how best to go about investing in a time of 20+ P/Es. With over 90% of companies in the S&P500 reporting their 3rd quarter earnings, US corporate profits seem strong.  According to FactSet, about 80% reported better than expected earnings per share, and about 75% posted…

The Stock Market: Marching Higher

The stock market has continued its march higher.  New Records in Closes, Retail Sales & Corporate Profits New record closes were reached for the Dow Jones Industrials and the S&P500.  The NASDAQ is very close to an all-time high.  Many European exchanges and the TOPIX Japanese index hit fresh highs as well. Retail sales this…

Andrew Fairbanks, Energy Sector Expert, and Climate Impact Co-Manager

Pendragon Capital Management has a passion for sustainable investing and alternate energy sources. Hence the Climate Impact Portfolio which energy sector expert, Andrew Fairbanks, manages with company founder, Ian Green. In this article, we introduce you to Andrew. Meet Energy Sector Expert Andrew Fairbanks PCM: Andrew, tell us about yourself and your background. AF: I…

Ian Green Embraces Individualized Expert Financial Advice

As a boutique wealth-management firm, what makes Pendragon Capital Management stand out is the team and each member’s commitment to clear, thoughtful, individualized expert financial advice. This starts with Pendragon’s founder and president, Ian Green. Meet Ian Green, Pendragon Capital Management, Focused on Individualized Expert Financial Advice       PCM: Ian, tell us about…