“Casual Friday”

Our weekly commentary, “Casual Friday”, is designed to quickly enhance your understanding of our team’s thinking and provide timely updates. Our goal is to constantly seek to help enhance the conversations you have with your clients:

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Past Casual Friday Commentary

Casual Friday: Portfolio Change + “UMA Crusader” – Sept 13th, 2019
By:  Gerry Mihalick, CFA

Casual Friday: Market “Volley” + “Does it make Sense…?” – September 6th, 2019
By:  Gerry Mihalick, CFA

Casual Friday: New Purchase Bristol-Myers (BMY) + Now… “Double Yield” – Aug 23rd, 2019
By:  Gerry Mihalick, CFA

Casual Friday: 15 Trillion and Counting + “Finding the Alpha?” – August 9th, 2019
By:  Gerry Mihalick, CFA

Casual Friday:   Good Chart/Bad Chart + Anatomy of a Market Correction   July 26, 2019
By:  Gerry Mihalick, CFA

Casual Friday:  Earnings Recession? Claret Jug + Q2 19’ Updated Material
By:  Gerry Mihalick, CFA

Casual Friday:  Berkshire’s Bottom Line & Updated Dividend Scorecard July 12, 2019
By:  Gerry Mihalick, CFA

Casual Friday:  Banks’ Big Dividend Increases & AbbVie Acquisition June 28, 2019
By:  Gerry Mihalick, CFA

Casual Friday:  Mid-Year Sneak Peek & “What’s Up at Work?” June 14, 2019
By:  Gerry Mihalick, CFA

Casual Friday: JNJ Review & Investor Behavior PItfalls May 31, 2019
By: Gerry Mihalick, CFA

Casual Friday:  Quick Tariff Talk Triple Play for Memorial Day May 24, 2019
By: Gerry Mihalick, CFA

Casual Friday: Uber’s Big Day + Avengers And The “Advisor Super Power”? – May 10th, 2019
By: Gerry Mihalick,CFA

Casual Friday: Company Spotlight (ABBV) + “Berkshire Double Jeopardy!” – May 3rd, 2019
By: Gerry Mihalick,CFA

Casual Friday: Earnings Wrap, Intel’s Moat + “Berkshire Jeopardy” – April 26th, 2019
By: Gerry Mihalick,CFA

Casual Friday: Updated Marketing Materials + History of Taxation – April 12th, 2019
By: Gerry Mihalick,CFA

Casual Friday: Dividend Strat Highlights – January 11th, 2018
By: Gerry Mihalick,CFA

Casual Friday: Rise Of The Machines? + Top Infographics 2018 – December 28th, 2018
By: Gerry Mihalick,CFA

Casual Friday: “9 Reasons Why” – December 7th, 2018
By: Gerry Mihalick,CFA

Casual Friday: New Portfolio Purchase – Kinder Morgan (KMI) – November 30th, 2018
By: Gerry Mihalick,CFA

Casual Friday: Managing Thanksgiving Day Volatility – November 21st, 2018
By: Gerry Mihalick,CFA

Casual Friday: Dividend Increase Alert + Guess Who’s Cooking T-Day Dinner? – Nov 16, 2018
By: Gerry Mihalick,CFA

Casual Friday: Downside In Focus + Beyond Fees: The New Advisor Formula – Nov 2nd, 2018
By: Gerry Mihalick,CFA

Casual Friday: Brush Fires + Your Advisor Super Power? – Oct 26th, 2018
By: Gerry Mihalick,CFA

Casual Friday: Updated Q3 Materials + Correction Playbook – Oct 12th, 2018
By: Gerry Mihalick,CFA

Casual Friday: 08′ Crisis Rewind Part 2 – Managing “Market Mayhem” – Oct 5, 2018
By: Gerry Mihalick,CFA

Casual Friday: Three Dividend Increases + The Cost of Corrections? – Sept 21st, 2018
By: Gerry Mihalick,CFA

Casual Friday: Financial Crisis Rewind…Lessons Learned? – Sept 14th, 2018
By: Gerry Mihalick,CFA

Casual Friday: “No Crisis”… Now What? + Walmart: Victory for Value? – August 24th, 2018
By: Gerry Mihalick,CFA

Casual Friday: “Yieldy”? + Summer Shape Up (Part 2) – August 10th, 2018
By: Gerry Mihalick,CFA

Casual Friday: “FANG” Fatigue? + Trade Wars in Pictures – August 3rd, 2018
By: Gerry Mihalick,CFA

Casual Friday: Four Banks Plan Dividend Increases JPM, MTB, PNC, WFC – June, 29th 2018
By: Gerry Mihalick,CFA

Casual Friday: New Purchase + Payphone Line At The Masters? – April 6th, 2018
By: Gerry Mihalick,CFA

Casual Friday: Spring Edition/Quarter End Preview – March 29th, 2018
By: Gerry Mihalick,CFA

Casual Friday: “Priced To Perfection” + Zone Stealing? – March 23rd, 2018
By: Gerry Mihalick,CFA

Casual Friday: New Dividend Presentation + Embrace The Madness – March 16th, 2018
By: Gerry Mihalick,CFA

Casual Friday: Dividends Circa 1260? + “Does It Make Sense To…” – March 9th 2018
By: Gerry Mihalick,CFA

Casual Friday: Accelerating Growth + Advisor “Fork In The Road” – February 23rd, 2018
By: Gerry Mihalick,CFA

Casual Friday: Big Dividends, Big Bounce + Has “Big Air” Gone Too Far? – February 16th, 2018
By: Gerry Mihalick,CFA

Casual Friday: The “Vol Of Vol” + Olympian, Advisor Evolution – Feb 9th, 2018
By: Gerry Mihalick,CFA

Casual Friday: “Tax Reform Impact On Berkshire Dividend Growth?” – January 26th, 2018
By: Gerry Mihalick,CFA

Casual Friday: “Avoiding Burnout” + Updated Materials – January 19th, 2018
By: Gerry Mihalick,CFA

Early Casual Friday: Actively Managing Your Thanksgiving – November 21st, 2017
By: Gerry Mihalick,CFA

Casual Friday: Positive Catalysts + Speaking Your Clients’ Language – November 17th, 2017
By: Gerry Mihalick,CFA

Casual Friday: “REAL” Returns + Uber’s Next Big Thing? – November 10th, 2017
By: Gerry Mihalick,CFA

Casual Friday: All Time Highs…Now What? + “Will They Or Won’t They?” – October 27th, 2017
By: Gerry Mihalick,CFA

Casual Friday: Updated Fact Sheet + Enhanced Website Resources – October 13th, 2017
By: Gerry Mihalick,CFA

Casual Friday: Q3 Wrap Up + Dividend Increases – October 6th, 2017
By: Gerry Mihalick,CFA

Casual Friday: Dividend Strategies At Rate Inflections – September, 22nd 2017
By: Gerry Mihalick,CFA

Casual Friday: Back To Business + Growth/Value Inflection? – September, 15th 2017
By: Gerry Mihalick,CFA

Casual Friday Labor Day: No Work And All Play… – September, 1st 2017
By: Gerry Mihalick,CFA

Casual Friday: All Too Familiar Questions… – August 25th, 2017
By: Gerry Mihalick,CFA

Casual Friday: Wanted… More Than Just Investment Acumen – August 18th , 2017
By: Gerry Mihalick,CFA

Casual Friday: Dog Days Of Summer – “Rev-Up” Or “Kick Back?” – August 11th , 2017
By: Gerry Mihalick,CFA

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