The third quarter was slightly good for the markets but September brought more volatility. Market results saw the S&P 500 gain 1.2%, although year-to-date gains of 19% were the best since 1997… To continue reading, please select the link below: Quarterly Commentary...Read More →

The third quarter was an interesting one for energy. September saw the U.S. hit a new record in weekly crude production, hitting 12.5 million barrels per day…. To continue reading, please select the link below: North American Midstream Energy Commentary September 2019

Focus: Providing an overview of the current market with a focus on energy and dividend growth stocks. C. Troy Shaver, Jr. – Chief Executive Officer, Co-Chief Investment Officer & Sr. Portfolio Manager Ying “Susie” Wang, CFA®, CIC® – Co-Chief Investment Officer &...Read More →

The midstream space, which is measured by the Alerian MLP Index, finished the second quarter slightly positive despite the volatility we experienced in April and May.  At the end of the quarter the estimated dividend yield was about 7.98%; well above the...Read More →

Climbing a Wall of Worry                                                                           ...Read More →

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness …” Tale of Two Cities, Charles Dickens Now let’s reverse this quote to the last quarter of 2018...Read More →