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 yourself and your…

9 Financial Resolutions for the New Year

What would you say to resolutions that simply require attention at the beginning of the year to provide you with value? That’s what you’ll find with the 9 financial resolutions detailed below. Unlike traditional New Year resolutions that often wind up abandoned before January’s even over, these aren’t too time-consuming, complicated, or unpleasant to stick…

Concerned About Inflation?

With COVID-19 vaccinations underway and a new stimulus/relief package in the works, investors have begun to worry about inflation. The concern has manifested itself in a recent rise in longer-dated bond yields.  Higher Rates Reduce Asset Value There is some math involved but the simple short of it is that higher rates reduce the value of…

The Lonely Life of a Contrarian Investor

Contrarian investors lead lonely lives. There are many flavors of investors.  Some follow momentum.  Some are broad asset allocators.  Some are short-term traders.  There are a lot of ways to make money in the market.  There is no one answer. Even further, different strategies can be effective at different times. Contrarians Take Positions Against Prevailing Conventional…

Goodbye 2020 With Markets Resilient Beyond People’s Imagination

As we say good-bye to 2020, despite all the turmoil and pain, the markets proved to be resilient beyond most people’s imagination. Below, you’ll find the January 2021 BrokerageSelect Newsletter which summarizes current market trends while highlighting the kind of innovative out-of-the-box thinking that Pendragon Capital Management specializes in.

Year-End 2020 Perspective on the Stock Market

As year-end 2020 approaches, here are investment observations to consider. This is a good time of year to assess your financial goals, investments, and personal situations.  In addition, it’s an ideal time to speak with your financial advisor to see what changes might be needed to keep your finances on track. Below, you’ll find the…

Rethinking the Role of Bonds in a Portfolio

Have you considered the role of bonds in your portfolio? The BrokerageSelect Newsletter summarizes current market trends while highlighting the kind of innovative out-of-the-box thinking that Pendragon Capital Management specializes in. This issue will explore bonds and rethinking the role they have traditionally played in a portfolio.

The Market: September 2020

After one of the strongest Augusts on record, investors continue to shake their collective heads. How can a market be doing so well when the COVID economy is in recession? As we discussed in our previous letters, the Federal Reserve’s monetary support and the fiscal stimulus provided by the Congress and Administration have generated the…

The Market: July/August 2020

Twice in the past month, the bears took the S&P500 down to the 200-day moving average but both times failed to break the market lower. The buyers came in and bounced the S&P500 back up to 3130. This is about where stocks are now.

The Market: June 2020

The stock market had a big up week as an economy that is re-opening, hopes for a vaccine, and the fear of missing the rebound motivated investors to buy. While the initial rally off the March low was led by social media stocks, the FAANGs, and technology, the past two weeks have seen a broadening…