October - 2021

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Commentary from GDS

We post mid-year and end-of-year client updates, and post presentations and resources that give insights into our process, positions, and investing philosophy. Explore our commentary by year:

Individual Retirement Account Rollovers

Glenn D. Surowiec

Oct 26, 2021

Individual Retirement Account Rollovers

I’m leaving my previous employer, and that means I need to decide what to do with my employer-managed retirement plan. Should I roll my...

Bottom-Up vs Top-Down Investing

Glenn D. Surowiec

Oct 15, 2021

Bottom-Up vs Top-Down Investing

Should investors pay more attention to macro-economic trends or to individual company characteristics when making investment decisions? I...

Principle- and Ethics-Driven Investing

Glenn D. Surowiec

Oct 6, 2021

Principle- and Ethics-Driven Investing

Where do principles, ethics, and personal values fit into ‘value investing’? If I’m concerned about sustainability, corporate...

Glenn D. Surowiec

Registered Investment Advisor

Get the no-nonsense advice you need from an experienced money manager.

Featured Posts

Featured Posts

Client Update: January 13, 2024

Client Update: January 13, 2024

Recent Posts

Client Update, September 15, 2024: The Economic Implications of the Election

Client Update, August 20, 2024: The Private Equity Pause

Client Update, July 2, 2024: Is Real Estate the Best Long-Term Investment?

Client Update, May 17, 2024: Management Qualities that Build Trust

Client Update, April 11, 2024: The value of pulling back the curtain

Client Update, February 17, 2024: An obsession with recession?

Client Update: January 13, 2024

Glenn Appears on MOI Global's Best Ideas 2024