October - 2021

top of page

GDS

Clients:

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

Preparing for a Recession

Preparing for a Recession

Recent Posts

The Biggest Mistake Made by Pre-Retirees

How does merger & acquisition activity affect company valuation?

Which is better: value or growth investing?

Should I be worried about the debt ceiling fight?

Glenn Appears on MOI Global's Best Ideas 2023

Missionary vs. Mercenary Leadership

What Makes a Moat “Defensible”?

Rate Hikes & Housing Prices

The Fed & Inflation: Some Nuance

Working with a Professional

Archives

Topics

More Content

bottom of page