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Perspectives from
Goelzer's team of experts

Bottom Decoration

The Wall Street Journal, June 22, 2022

Stocks Wobble as Powell Testifies Before Congress   Director of Porfolio Management Gavin Stephens spoke to The Wall Street Journal about recent market moves and recession indicators.   To read […]

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Life’s Third Act Podcast, June 21, 2022

A discussion on markets and Goelzer’s expansion into St. Louis   Don Hutchinson and Brett Stehl discuss the economy and inflation, market strategies and Goelzer’s expansion into St. Louis with […]

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FIN-News, June 9, 2022

Investment Advisor Adds Institutional Consultant   FIN-News, which provides insights on the institutional asset management space, reported on our hiring of Brett Stehl as an institutional consultant as we grow […]

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CNN Business, May 16, 2022

Stocks could fall a lot further   Director of Portfolio Management Gavin Stephens is quoted on whether the Fed will stay the course and hike rates, despite the stock market […]

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Is a Fed Put in Play?

Will declining stock prices cause the Federal Reserve to alter its course?     May 2022   During the last hiking cycle—a slow, deliberate cycle that began in December 2015—investors […]

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The Bond Buyer, April 27, 2022

Munis steady in their own lane amid UST volatility   Director of Portfolio Management Gavin Stephens speaks about time-sensitive opportunities in municipal bonds.   To read this article, please click […]

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On the Probability of Recession

April 2022   Prior to each of the past six U.S. economic recessions, the yield on 2-year U.S. Treasury notes has risen above the yield on 10-year U.S. Treasury bonds—a […]

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Reuters, April 22, 2022

Analysis: Some investors tiptoe back into Treasuries, as hawkish Fed clouds outlook   Director of Portfolio Management Gavin Stephens discusses Goelzer’s bond strategy amid a hawkish Fed.   To read […]

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The Bond Buyer, April 18, 2022

Munis hit on long end, play catch-up to Treasuries   Director of Portfolio Management Gavin Stephens’ commentary on the chances of a near-term recession is quoted.   To read this […]

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Sorting Through the Headwinds

April 2022   The new year has delivered a sharp jump in volatility across stock, bond, and commodities markets. Chart 1, for example, shows that daily price volatility for the […]

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War in Ukraine: Implications for the Economy and Markets

March 2022   Following Vladimir Putin’s decision to invade Ukraine, we have fielded many questions about potential spillover effects of the war on the global economy and on financial markets. […]

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MarketWatch, March 25, 2022

Stock-market investors should watch this part of the yield curve for the ‘best leading indicator of trouble ahead’   Director of Portfolio Management Gavin Stephens speaks to Joy Wiltermuth about […]

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The Bond Buyer, March 24, 2022

Munis hit hard on short end, damage felt along curve   Director of Portfolio Management Gavin Stephens’ commentary on the 3m/10y yield curve is quoted.   To read this article, […]

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Barron’s, March 23, 2022

The ‘Yield Curve’ Is Close to Inverting. A Different Curve Tells a More Upbeat Story   Director of Portfolio Management Gavin Stephens is quoted on why investors may be watching […]

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Our Annual Look to the Future

January 2022 “Tomorrow belongs to those who can hear it coming.” —DAVID BOWIE   We have made it our practice to begin each year with an update of our 10-year […]

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ESG Investing: What, Why, and Considerations for Successful Implementation

November 2021   Growing interest surrounding ESG investing, which stands for Environmental, Social, and Governance, requires institutional investors to be aware of the challenges and considerations in successfully implementing ESG […]

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Where Have the Vigilantes Gone?

October 2021 “I used to think if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter. But now I want […]

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What’s Your Business Exit Strategy?

Critical Actions for Success   Most business owners agree that having a formal transition strategy is important, yet 80% of owners don’t have one. It’s easy to delay the process, […]

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When Volatility Matters

July 2021 Investing involves risks. One type of risk we all try to avoid is the permanent loss of money. But a more common risk faced by investors is temporary […]

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Market Trends: Why the Next 10 Years Won’t Be Like the Last 10 and What Investors Should Do Today

Goelzer Investment Management’s Institutional Advisory Team provides a unique look into capital market conditions with an eye towards the re-opening of the economy, intermediate implications of a shift in fiscal […]

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Inflation: The New Worry

April 2021 Investing is a never-ending struggle between worry and optimism. The past 14 months illustrated that better than any period in recent memory. Beginning with panicked selling set off […]

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Abnormal Economy, Abnormal Markets

October 2020 While still below January’s pre-pandemic level, the U.S. economy has made great progress since the lifting of lockdowns and restrictions. Yet today’s economy is far from normal and, […]

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The Recovery Begins

July 2020 We’ll start with good news: the recession that began in February has already ended. That is not to say that the economy is back to where it was […]

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