Future-Ready: Success Planning Essentials
Join us at 10 am EST, Tuesday, October 29th, 2024 for a live Zoom presentation as Davenport Asset Management hosts Katherine Whitney and Scott Warren, Co-founders and Directors of Warren Whitney, as they teach us how to mitigate risks and maintain leadership and organizational continuity through planned and unplanned transitions. Click to register.
2024 Third Quarter Stock Market Update: Climbing the Wall
Year-to-date returns are somewhat staggering in light of persistent calls for economic weakness and market malaise. Incredibly, both the S&P and Dow Jones Industrial Average have been positive for 10 of the last 11 months. The S&P 500 is now up a whopping 22.1% for 2024.
Value & Income Portfolio: Fair Prices & Long Horizons
What matters most in determining the price of an investment? It’s an important question, and one that arguably has more incorrect answers than correct ones. In the Davenport Value & Income Portfolio, we strive to separate the long-term “signals” from the short-term “noise”.