What Do Baseball and Investing Have in Common?

Would you combine baseball and investing in one sentence? We would, and here’s why. I invite you to reach out with your financial questions so we can discuss them. I am using new retirement planning tools to assist clients in framing their investment path to retirement. What Makes Baseball Stand Out? Focus on the Long…

Assessing 2023 & Looking Forward to 2024

2023 was a difficult year for investors but as we take a breath and after assessing 2023, it can best be summarized as The Bard wrote, “All’s well that ends well.” Bears Controlled the 2023 Narrative In 2023, the Bears controlled the narrative – inflation and interest rates were going to move unstoppably higher, recession…

What Determines Stock Prices?

There are two forces investors need to understand when determining the path of stock prices. The first is the Fed and the second is corporate earnings.  >> To subscribe to this monthly newsletter, click on Subscribe! Earnings, Interest Rates, and Stock Prices Stock prices are a function, among other items, of their estimated future earnings discounted…

The Renewable Energy Investment Landscape

It would be an understatement to say that investors in the renewable energy space have been frustrated.  After a strong run in 2020, shares in renewable energy companies have been in a steep bear market. To illustrate, the Invesco Solar ETF (symbol: TAN) was down 25% in 2021 and was down another 25% to the…

China: Of Great Interest to Investors

What do you know about China from an investor’s perspective? After all, China is one of the world’s largest economies. China and Emerging Market Indices As one of the world’s largest economies, China is of great interest to investors.  China makes up a dominant weighting in most emerging market indices.  Examples iShare, EEM and FXI…

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…

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…