Lunch Seminar Recap

Thank you to everyone who joined us for lunch on Tuesday. It was nearly standing room only, with a crowd of 52! After introducing the group to our newest Monarchian, Stephanie, Dave took a straw poll to see how many folks wanted him to talk about the Fed. After 3 hands went up (one of […]

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All Clear!

Now that we’re on the other side of the election, we can take stock of how the great big uncertainty is finally removed, and everything is clear.  That probably doesn’t sound wholly accurate, does it?  All we know is that Washington will be divided when new Congresspeople are sworn in in January (despite numerous races […]

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Quarterly Newsletter October 1, 2018

Are We Reliving the 1990s? If you were offered the chance to relive the 1990s all over again, would you?  I realize the verb “relive” can take on two very distinct meanings:  either to enjoy the era for a second time just as it was, or to live it differently than you did the first […]

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Quarterly Newsletter July 2, 2018

As of July this year, I will have been in the investment business 50 years.  The first 26 years were at Fort Wayne National Bank’s trust department and the last 24 at Monarch Capital.  A lot has happened over those 50 years, but by far there has been more positive than negative.  We have had […]

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Quarterly Newsletter April 2, 2018

The Old Bull Market is Stumbling.  Are Stocks Too Risky? After years of fairly steady advances in the stock market, and repeated warnings that prices were getting too high, February brought a sudden 10% correction — reminding us that equities sometimes go down really fast.  That icy plunge, followed by choppy markets since, have stirred […]

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Flash Crash Redux?

The ink from today’s stock market meltdown is hardly dry, so perhaps it’s premature (and dangerous) to write anything about it.  So far, at 5pm, there is virtually nothing in the news that would seem to justify how quickly the market tanked this afternoon, nor why it ended the day down so much. If you’re […]

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Quarterly Newsletter January 2, 2018

We opened Monarch Capital in August, 1994. A customer brought us the proceeds, $5.5 million, from the sale of his company in October 1994. He had sold it to an Employee Stock Ownership Plan (ESOP), so if he invested the proceeds into common stocks within one year, he did not owe any capital gains taxes […]

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Fall Seminar Recap

Thank you to all who joined us at our “annual” Fall Seminar on October 24.  Quite a few clients were at their very first Monarch seminar.  We will host a couple of lunch seminars this winter, as we do every winter.  Stay tuned…. Also a huge thanks to Lakeland Financial CEO, David Findlay, for taking […]

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Quarterly Newsletter October 2, 2017

Supply & Demand:  What’s the Point (of intersection)? Welcome to fall!  Now that fall stopped trying to be mid-summer, we can think about fall things, like Back to School night.  Dave and I cherish a special memory from one of the (few) times he accompanied me and Mom to Back to School night.  He asked […]

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ADP/PG Proxy War

Welcome to Proxy War season!  If you elected to have proxy forms and annual reports mailed to you, by now you’ve likely received the annual report and proxy form for ADP.  Within the mailing, you’ll find an insert trumpeting ADP’s successes and asking that you vote for their board slate on the “white” proxy form.  […]

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