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Every week we update our News and Articles section with current events. Topics range and all categories can be found listed below. Please feel free to contact us with comments or suggestions for topics you think we should discuss.

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Rising Concerns

On a weekly basis we have been updating our chart plotting the growth rate in Covid-19 against the price of the S&P 500. We are bringing our updates to a close because (at least for now), we have determined that the correlation between the market and Covid-19 daily growth rate in cases has broken down.

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Rising Rate

While more progress needs to be made battling the virus, such as greater acceptance of wearing masks and social distancing, growth in confirmed cases peaked at over 200% when the market set its 52-week low, March 23rd. Nationally, the numbers are encouraging.

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Too fast or too Soon

Nationally, the numbers are encouraging. Digging deeper there is a concern that some states have opened too fast, too soon. Evaluating some states such as Arizona and Texas, where growth in the virus has increased and hospitalizations are rising. It’s uncertain how long this pattern will continue…

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Underlying Concerns

Nationally, the numbers are encouraging and illustrate a modest improvement. Digging deeper there is some concern when evaluating some states such as Arizona where growth in the virus has increased and hospitalizations are rising.

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Greater Testing

On a weekly basis we are updating our chart plotting the growth rate in Covid-19 against the price of the S&P 500. “The ultimate measure of a man is not where he stands in moments of comfort but where he stands at times of challenge.” – Martin Luther King Jr

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Turbulent Times, Rising Market

The chart below illustrates the price movement in the S&P 500 against the growth rate in the CDC’s reported number of Covid-19 cases. “Every human being has four endowments – self-awareness, conscience, independent will, and creative imagination. These give us the ultimate human freedom: The power to choose, to respond, to change.” ~ Steven Covey

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Market Rally Continues

“I like clarity of thought. Don’t get involved in distracting minutiae and details that cloud what your question is, what your mission is, what your mandate is.” Dr. Anthony Fauci On a weekly basis we are updating our chart plotting the growth rate in Covid-19 against the price of the S&P 500.

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Hey COVID-19

We think that it’s important to note for everyone, not just investors, that despite the despairing headlines there are indications that the worst is behind us. It bears repeating: the market is a leading indicator. The path higher will not be a straight line and investors will wonder if the recent low will be tested again. Market bottoms are always obvious in the rearview mirror. Calling one in advance with precision or in real time is not possible...

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2019 GIPS Annual Disclosures

At Curran Investment Management we believe in abiding by the highest ethical standards and principles. When it comes to performance, it means adhering to GIPS, global investment performance standards.

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Tax Implications of Active Equity Management Performance

Data has shown that it’s challenging for active investment managers to beat the S&P 500 Index, even more so when fees and taxes are taken into consideration. With patience and discipline investors can enjoy the rewards of capital appreciation without realizing significant capital gains.

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The Chicken or The Egg; Quality or Sustainability

Based on the goals of quality investing and sustainability one may conclude that they are mutually exclusive. However, on closer inspection that is not necessarily the case. Sustainable investing is not just good for the environment...

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Making Sense of Sustainable (ESG) Investing, an Introduction

Sustainable Investing, also known as socially responsible investing, is the process of incorporating environmental, social and governance (ESG) factors into investment decisions. Individuals who invest in sustainability choose companies with the purpose of achieving their personal goals plus obtaining their desired financial return.

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