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Institutional Investors

Strategically Managing Portfolio Risks

“You can only control your decisions, you cannot control the result.” While difficult to attribute to any one person, this sentiment is useful advice for institutional investors as they navigate

Institutional Investors

Accessing Private Markets with Interval Funds

Interest in accessing private market assets continues to grow among institutional and high net worth investors. Often referred to as alternatives, private market assets are simply the ability to invest

Institutional Investors

Sustainable Spending Policy: What Nonprofits Should Know

Among the many decisions facing an investment committee, few are as critical as setting an appropriate spending policy. Comprising a set of rules to govern how a nonprofit will distribute

Institutional Investors

Strategies for Institutions to Manage Excess Cash

“Is our money safe at the bank?” Until recently, that question probably has not kept you up at night. However, unprecedented times tend to shuffle priorities, and, with the recent

Institutional Investors

Nurturing Donor Base Critical for Institutions of Higher Ed

Overall, people are giving more to nonprofits. Over the last 40 years, the average yearly increase in charitable giving in the U.S. has been $10.7 billion and reached an all-time

Goelzer Expands Services with Addition of Brett Stehl CFA®, CAIA as Institutional Consultant

INDIANAPOLIS, IN – May 31, 2022 – Goelzer Investment Management, an Indianapolis-based investment firm, is proud to announce that Brett Stehl has joined the firm to enhance Goelzer’s services to

Institutional Investors

Inflation Impacts Foundations in Unique Ways

March 2022 Inflation is at the top of most minds—and with good reason. The most recent information released by the US Bureau of Labor Statistics cites that the Consumer Price

Institutional Investors

Market Trends: Why the Next 10 Years Won’t Be Like the Last 10 and What Investors Should Do Today

Goelzer Investment Management’s Institutional Advisory Team provides a unique look into capital market conditions with an eye towards the re-opening of the economy, intermediate implications of a shift in fiscal

Institutional Investors

More or Less the Same

“After changes upon changes we are more or less the same.” PAUL SIMON, “THE BOXER” January 2021 For all the economic turmoil and suffering the pandemic caused in 2020,

Institutional Investors

How the CARES Act May Affect Your 2020 Taxes

October 2020 The CARES Act was passed in the spring in an effort to help Americans through the pandemic and ensuing economic turmoil. It also may provide a few additional

Institutional Investors

Indiana Sheriffs: Protecting Your Pension in Changing Times

August 2020 In Indiana, our county sheriffs protect our communities and enforce our laws, and we are deeply grateful for the safety and security that sheriffs and their deputies provide.

Institutional Investors

The Importance of Alternatives in Time of Crisis

June 2020 As equities experienced two bear markets and interest rates declined in the 2000s, interest in alternatives became more pronounced. This was coupled with innovation in financial instruments, including

Institutional Investors

The Importance of a Strong IPS

June 2020 The importance of a strong Investment Policy Statement in times of crisis: What can (and should) you be doing? What happens when you make short-term decisions with long-term capital? Think long-term

New Laws and Tax Strategies for 2020

June 2020 Over the past six months, Congress has passed two new laws that affect retirement, charitable giving, and estate planning. The new laws known as the SECURE (Setting Every

Maintain a Disciplined Approach

April 2020 Mitigation efforts to slow the spread of COVID-19 are affecting the daily lives of people around the world. Some 2.6 billion people are now living under government

A Message about the Market’s Reaction to Coronavirus

March 2020 Given recent events, extreme volatility, and understandable concern, we want you to know we are very much present and assessing new information as it becomes available. We

Markets Soar in an Imperfect Economy

January 2020 The stock market reminded us again this past year that a perfect economy is not required to push stock prices higher. Rather, prices climb on signs of

Institutional Investors

Spending Guidelines for Institutional Investors

Most institutions rely on their investment portfolios to fund their budgets. From tuition assistance to basic operational assistance, these institutions have drawn on their investment funds to fulfill their missions.

What the markets are telling us

August 2019 What is one to make of the markets over the past six months? First the stock market fell 20% and bond yields declined, both correctly predicting a

Why Own Bonds?

August 2018 The first three quarters of 2019 have produced unexpectedly strong results for bond investors. Slowing global economic growth, declining inflation expectations, and accommodative central bank policies have

Why Your Bonds Should Be Actively Managed

August 2018 Investors have shown increasing acceptance of passive investment strategies. Meanwhile, funds that employ active strategies—that is, those with managers who strive to outperform their benchmarks—have lost market share

The Spending Question

April 2018 How much can I spend each year without depleting my portfolio? It’s a question we hear often from clients. While the question is simple, calculating the answer

Our Long-Term Outlook

January 2018 It’s not just people who like to take time off now and then. Apparently, volatility also enjoys some time off—at least that’s what this past year’s stock

The Economics of Natural Disasters

October 2017 Before starting this quarter’s discussion, I first want to extend from all of us at Goelzer our heartfelt sympathies to those who have suffered due to the

Managing Bonds When Interest Rates are Rising

April 2017 “Higher interest rates may be coming.” That was the forecast we shared on these pages one year ago. Our forecast was based on expectations for higher inflation

Recent Stock Market Rally — Too Far, Too Fast?

January 2017 The U.S. stock market was both a volatile and rewarding place to invest in 2016. Thanks to a sharp year-end rally set off by the U.S. elections,

Low Interest Rates Require More Savings

October 2016 Central bankers across the developed world continue to rely on low or even negative interest rates to spur economic growth. The resulting low returns on bank accounts and

Focusing on Your Earnings

July 2016 The chart below shows both the monthly prices and forward 12-months earnings for the S&P 500 Index since January 2000. What the chart makes clear is the

Higher Interest Rates May Be Coming

April 2016 Markets have a way of wearing people down. By moving in one direction or staying within a range over an extended period, markets convince people that the

Too Much, Too Many

January 2016 Since the start of the industrial revolution, people have worked to become proficient at mining, manufacturing, financing, and selling all types of goods. It became evident this

The Role of Stocks in Meeting Your Income Needs

November 2015 Many investors are concerned with how to secure a reliable and growing stream of income. At Goelzer Investment Management, we believe the key to meeting your income

Managing through Volatile Markets

October 2015 Volatility is back. The stock market’s mostly smooth climb higher since 2012 was interrupted this past quarter with stock prices, at the worst point, declining by 10% over

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