Latest Quarterly Commentary

Watch or read the Quarterly Market Outlook provided by our Investment Committee members Jack Brown, CFA, James Neel, CFA, and Michael Chapman, CFA. Every quarter, we share insightful information and updates on their market views and the impact these views will have on the implementation of our strategies.

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Watch our latest webinar: July 2020

Read our newsletter: July 2020 Commentary

Special Commentary

Advisor Perspectives: The Unprecedented Opportunity in Value Stocks

An Introduction to Cash Balance Plans

Cash Balance Plans: Regaining the 199A Deduction

Cash Balance Plans: One Page Summary 

Investing in a Record Low Interest Rate Environment

Disciplined Value Commentary: Finding Winners

Media Appearance: Traders Network with Michael Yorba (1190AM, Dallas), April 2013