About Chad Sturgill 10 posts published

Chad Sturgill is a Senior Portfolio Manager for Unified Trust Company. He is responsible for developing and executing investment strategies for individual and institutional clients and in turn making and implementing recommendations to the Trust Investment Committee. He leads the Dividend Growth Portfolio team of analysts and dictates investment strategy messaging.

Spiritus Animalis

“Identified in the 1930s by John Maynard Keynes as an important economic driver, he said an eruption of ‘animal spirits’ could start a virtuous circle of entrepreneurial risk-taking and investment- and further lift equities.”  – Financial Times lexicon When Keynes’ “animal spirits” theory made its first appearance in...

High Anxiety Over High Equity Valuations?

“Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” — Sir John Templeton With most major domestic stock market indices rallying sharply post-election, it’s natural for investors to question how long this rally can last – particularly when it occurs near...

Trending Not Timing

Interest rates are finally moving higher.  After leaving rates unchanged from 2008 to 2015, the Fed’s Open Markets Committee (FOMC) has used its December meeting to raise short-term rates for two years in a row.   From a low range of 0% – 0.25%, the Fed funds target now...

Don’t Fight the Fed

“The monetary climate – primarily the trend in interest rates and Federal Reserve policy – is the dominant factor in determining the stock market’s major direction.” — Martin Zweig   In his 1986 book, “Winning on Wall Street,” Marty Zweig told us not to fight the Fed. He...

The 3 C’s

Perhaps you have heard of the “Three C’s” of effective communication…the sender’s message should be clear, concise and consistent.  For the better part of the past two years, the primary investment themes could be boiled down to the “Three Cs”, China, Commodities and Central Banks.  Fears of a...

Market Motion Sickness Relief

“Volatility in the up direction is not a problem – it’s only downward volatility that offers discourse.”– Coreen T. Sol What’s behind this pleasant surprise?  While there are several factors, the most significant reason is the Like many discoveries, the popular motion sickness medicine Dramamine was discovered by...

‘Tis the Season to be Merry

Have you filled up your car with sub-$2 per gallon gas?  If you haven’t had the privilege yet, you shouldn’t have to wait very long.  The national average price for a gallon of regular unleaded gasoline sits just above the $2 level and is trending downward.  In fact,...