We believe the energy industry is healthy, and the long-term supply/demand picture bodes well for the midstream sector, as does the continuing focus on free cash flow. | Watch >
At Miller/Howard, we view the current economic situation as the most uncertain in memory. In our view, given the high level of uncertainty, you should strive to hold equities that you are paid to own. | Watch >
A key difference between bonds and stocks is that bond income is fixed while stock dividends can change over time. The good news is that dividend increases are common and much more frequent than decreases. | Watch >
Growth opportunities among utilities are the highest in recent memory. Outside of the need to repair our aging infrastructure, spending is being driven by grid modernization—including preparation for the electrification of the transportation fleet—and a transition to renewable energy. | Watch >
Free cash flow is a very important metric for investors; however, one that was often overlooked during the midstream build-out during the shale boom. But now this metric has become the focus for the midstream sector. Why should investors be paying attention? | Watch >
Stocks are off to a rough start this year, and clients are asking how income strategies perform in down markets. Chief Investment Officer Greg Powell looks back at high-yield equity returns versus the S&P 500 Index over the last 50 years. While results can vary, high-yield equities have historically offered both better downside protection and higher average returns over long holding periods. | Watch >
A surprising number of companies are losing money. Unprofitable companies are so ubiquitous that they can be found in many retirement accounts, particularly for investors using passive funds or ETFs. Do unprofitable companies belong in your portfolio? | Watch >