About Guest Contributor

Articles attributed to "Guest Contributor" are written by former employees or invited guests. Contents are for your consideration only The opinions expressed herein are those of the authors and do not necessarily represent the views of Charter Trust Company. Nothing contained in this communication should be construed as investment advice.

Simple Isn’t Stupid

By | 2016-12-02T14:57:14+00:00 November 25th, 2016|Categories: Contested Spaces|Tags: , , |

Why Finance Should Be Boring This article first appeared in the Summer 2016 issue of Understanding Investments. Every industry relies on jargon to conduct business. Internally, work is done efficiently when everyone speaks the same technical language. But no industry [...]

Value Portfolio – Sector/Industry Analysis

By | 2016-09-15T09:37:45+00:00 September 15th, 2016|Categories: Money Basics|

U.S. Largecap Sector Relative Fair Values: Wednesday, September 14, 2016 Significant Changes Since Last Week: Yesterday, I was switching back and forth between CNBC, Bloomberg and BBC to hear how each of the networks interpreted the swings in the market [...]

Value Portfolio – Sector/Industry Analysis

By | 2016-09-14T11:10:27+00:00 September 14th, 2016|Categories: Money Basics|

U.S. Largecap Sector Relative Fair Values: Wednesday, September 14, 2016 Significant Changes Since Last Week: Yesterday, I was switching back and forth between CNBC, Bloomberg and BBC to hear how each of the networks interpreted the swings in the market [...]

Value Portfolio – Sector Report for August 31, 2016

By | 2016-08-31T12:57:04+00:00 August 31st, 2016|Categories: Money Basics|

U.S. Largecap Sector Relative Fair Values: Wednesday, August 31, 2016 Significant Changes Since Last Week: We finally made it; sort of. The market gave up 0.5 percentage points and moved back below 100%FV to 99.5%FV. This type of one-step-forward, one-step-back has [...]

Value Portfolio – Top & Bottom 25 Analysis

By | 2016-08-30T11:53:59+00:00 August 30th, 2016|Categories: Money Basics|

Top 25 Performing Stocks Year-To-Date: Tuesday, August 30, 2016 Significant Changes Since Last Week: Advanced Micro Devices lost the #1 spot this week being replaced by The RMR Group. RMR is a real estate stock that has posted a 168% return [...]