As we push deeper into December, small-cap stocks and mid-cap stocks could begin marching higher in line with the January effect, a period during which large cap typically lags as institutional investors use the year's fresh slate to restructure portfolios for greater returns. Although the Rus...

Audrey Hepburn window shopping at Tiffany & Co. in the 1961 film "Breakfast At Tiffany's" (image via The Ferkel ). In an article written on the Tuesday before Thanksgiving ( Finding Alpha In Security Selection ), I described changes we had recently made to the security selection me...

Interest rates and the market prices of existing income securities (preferred stocks and bonds) typically move in opposite directions (rates up, prices down). But since the Fed started raising rates last August, the market prices of U.S.-traded preferred stocks have defied gravity by continuou...