Altrius Capital Blog
History Doesn’t Repeat Itself, but It Does Often Rhyme
We are doing a great deal of research regarding the current bank crisis understanding it is...
2 minute read
My Opinion on Gold and Gold Coins
Historically, an ounce of gold has equated to the price of a nice men’s suit. Gold, which is...
2 minute read
Will the Silicon Valley Bank Collapse Lead to a Broader Contagion?
Two clients have emailed me this weekend questioning whether the Silicon Valley Bank bankruptcy...
1 minute read
Why We Primarily Buy High Yield (Junk) Bonds Versus Investment Grade
A client recently asked about our current asset allocation and why we were purchasing high yield...
3 minute read
Altrius Paying Dividends
The average investor saw a volatile year packed with false rallies and lower lows. The environment...
1 minute read
Benjamin Graham
Benjamin Graham is widely known as “the father of value investing” writing Security Analysis (1934)...
1 minute read
How Does a Value Manager Beat the S&P 500 (SPY) Over 15 Years?
Simply put, we don't buy overvalued stocks...EVER.
2 minute read
Four Lessons From a Marine Pilot
When I first graduated from the U.S. Naval Academy with a degree in Economics, I never would have...
2 minute read
Altrius Capital Management Awarded Prestigious Manager of the Decade Designation and Top Guns 6-Stars by Informa Financial Intelligence
February 19, 2021— Altrius Capital Management has been awarded a PSN Manager of the Decade and Top...
2 minute read
GameStop Mania and Market Volatility
A few clients have asked me about the recent stock market volatility in the broader market in...
3 minute read
Generating Income through the COVID-19 Recession
Clients familiar with our investment philosophy understand and appreciate our income-focused,...
2 minute read
FAAT MAN,
facebook,
amazon,
tesla,
apple,
microsoft,
investment strategies,
money managers' portfolios,
aphabet,
netflix
Avoiding the FAAT MAN
Growth and momentum investment strategies have been driven markedly by FAAT MAN stocks - Facebook,...
5 minute read
Is America Going Broke?
Though few believe government shouldn't be helping its citizens and the economy during this crisis,...
5 minute read
stock price,
situation meaning,
market volatility,
economic recession,
bank bonds,
stock market volatility
Robert D'Angelo on Market Selloff and Your Financial Plan
The past couple of weeks have been a wild ride. There is fear out there; people are starting to...
1 minute read
The SECURE Act: What it Means for Your Retirement
In the final days leading up to Christmas, while most of us have been buying presents, baking...
2 minute read
My Thoughts on Mixing Religion and Investing
Though I thought long and hard during many periods of my life about a calling to the priesthood, I...
4 minute read
Fallacy of the Financial Fast Track
Investors are continuously bombarded by discount brokerage commercials urging them to trade, trade,...
3 minute read
The Death of the “Stretch IRA”
Turns out Congress can actually agree on something – and it could drastically alter your financial...
2 minute read
Rush for Fool’s Gold in the Hot IPO Market
If you’ve been tuned in to financial news over the first half of the year, you’ve undoubtedly heard...
4 minute read
Why ESG and SRI are BS!
Some weeks ago, I saw my seven-year-old daughter watching "The Lorax," a movie based on Dr. Seuss'...
6 minute read
Dividends,
investor,
value,
market,
investors,
investment,
securities,
wall street,
strategies,
price
Keep Calm and Carry On... Let's Turn off our TV's and Read
With a bear market upon us and volatility continuing this New Year, fears are arising that a...
3 minute read
Some Questions and Answers About This Year’s Market
Volatility has been on the rise in financial markets this year, and December seems to be unfolding...
4 minute read
You'd Have to Be Smoking the Stuff to Buy Pot Stocks
Though I've never used illicit drugs, I do regularly drink caffeine through my coffee habit,...
4 minute read
Is the Sky Falling – What Should We Do After Today’s 3% Selloff?
We have a very few clients who always call or email when the market sells off asking what we should...
3 minute read
Nike, Kaepernick and the Flag
We don’t currently own Nike; however, this is not due to some patriotic position for or against the...
2 minute read
Starbucks: A Case Study for Our Disciplined Process
On more than one occasion in recent years clients have written us about investing in Starbucks, the...
3 minute read
I’m Chuck Hughes…I’m a Scam Artist
Charlatans and unethical scam artists don’t come right out and tell you they are attempting to make...
3 minute read
Volatility, Noise and Media Madness
The past week has continued the recent pattern of extreme volatility this year with major indices...
3 minute read
Why Do We Purchase Stocks That Decline in Value?
I'm in the only business in which no one wants to purchase something when it is 25% lower in price!
6 minute read
Mano A Mano: Altrius vs. “Legendary Manager” Ken Fisher of Fisher Investments
It is unfortunately difficult in the very noisy financial services sector to tell the difference...
4 minute read
Rise of the Machines – And How to Beat Them
Today's 1000+ point plunge for the Dow Jones Industrial Average can be attributed primarily to...
3 minute read
"Now Is Always the Hardest Time to Invest"
Today's 2%+ market sell-off has certainly unnerved some investors. Like any market move in the...
4 minute read
Bitcoin: Really?!
After receiving a tip from my Uber driver, a call from my uncle Ed and questions from my kids about...
2 minute read
Tax Cuts as the Centerpiece of Polical Strife.
For nearly a hundred years, tax cuts have been a centerpiece of political strife among politicians,...
1 minute read
A New Year’s Resolution for Cash…What Should I Do Now?
Many prospective clients - and some clients who have held cash outside of their managed assets...
2 minute read
Eating What We Cook
At Altrius, we invest our company’s retirement plan assets side by side our clients owning the...
1 minute read
Is a Market Crash Coming?
Over this past weekend, a client sent an article asking if a market crash was coming. As this end...
2 minute read
Government Conspiracy: Are Economic Numbers Cooked?
This is a question raised by politicians and individuals alike both on the left and right of the...
2 minute read
Political Summer Slugfest
The presidential campaign has brought about the suggestion of reforming existing regulations...
1 minute read
Surprise! Bonds are Strongest Performer This Year
Though defaults have been higher than average during the past two tumultuous years, our ...
1 minute read
Brexit Schmexit
By now, you’ve probably read numerous articles explaining what Brexit means for you, the economy...
1 minute read
Trump vs. Clinton – Who is Better for the Economy?
After a bruising primary season, we are left with two major party candidates still standing and a...
2 minute read
Summer Reading List
Many of our clients ask me what they should read to learn more about investing. With the summer...
2 minute read
Boring vs. Sexy : McDonald’s versus Shake Shack
Boring is beautiful at Altrius. When we purchased McDonald’s at the end of 2013, Wall Street and...
1 minute read
The Futility of Stop Losses and Excessive Trading
How is the above client’s stop losses working out for him?Part of the impossibility of making stop...
1 minute read
A Bit of Advice about Long Term Investment
The Following is in Response to a Panicked Email From a Client and Contains Valuable Information...
4 minute read
Do Market Timing Strategy Products Work?
Market timing only works if you are omniscient; thus, I believe technical analysis and market...
1 minute read
An Economic Debate: Recent Federal Reserve Actions
An Economic Conversational Debate Between Altrius’ Chief Investment Strategist, Jim Russo and a New...
3 minute read
Altrius vs. Buffett
Many consider Warren Buffett to be the world’s greatest investment mind and successful investor. ...
1 minute read
Bond Funds versus Individual Bonds
I recently received a letter from a client inquiring about the bond funds and individual bonds:
3 minute read
Holiday Letter
I am always amused at this time of year as economic and market predictions are touted by “experts”....
2 minute read
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