Campion Blog

Welcome to the Campion blog. We invite you to read our team’s latest market analysis and encourage your feedback. As always, please feel free to contact any of our team members if you have questions.

February 17, 2012

New Name. Same Promise.

It is truly an exciting time to be part of Campion. Today, we are serving a diverse client base that includes individuals, families, foundations and non-profit organizations.

Read more

December 21, 2011

Tax Planning Tips for Ringing in 2012

As you industriously deck the halls and prepare to ring in 2012, evaluating your financial strategy may have escaped your holiday to-do list. Luckily, here at Campion, your financial strategy is always on our mind. The following list delves into a few of our favorite tax planning suggestions to help you successfully strategize for 2012 and years to come.

Read more

August 8, 2011

Risk Management in the Face of Downgrade

Due to the market events of last week, Campion Asset Management has taken the opportunity to refine our risk management strategy. Although market signals are disconcerting, now is the time for thoughtful strategy, not frenzied selling. As the downgrade of U.S. sovereign debt from AAA to AA+ settles into the market, we recommend the following investment actions:

Read more

June 7, 2011

Current Market Outlook, Investment Opportunities and Pitfalls

Two years ago, world financial markets were just starting to work themselves out of a huge hole and the worst experience in recent memory. Annual returns on various equity market indices have come full circle.

Read more

April 28, 2011

Valuation Corner: Free Cash Flow

“Cash is fact; profit is opinion” is the mantra of equity analysts because the intrinsic value of a company is based on the present value of future cash flows discounted by the required rate of return. That makes it easy to estimate the prices of stocks that pay dividends — assuming that the dividends are sustainable and the firm is able to generate the cash flows needed to fund its dividends.

Read more

March 9, 2011

Spotlight on Behavioral Finance

Even legendary investors like Warren Buffet make mistakes, which often can be traced back to information processing errors and behavioral biases that are inherent in all people.

Read more

February 25, 2011

Focus on Investment Management: Performance Benchmarks

Evaluating performance is an important element of a sound investment management framework. Periodic meetings with your investment adviser provide an ideal opportunity to compare the relative success of your investment strategy with the stated objectives and relevant benchmarks outlined in your Investment Policy Statement.

Read more

February 3, 2011

Spotlight on Real Estate Investment Trusts (REITs)

As their name implies, REITs invest in real estate or in loans secured by real estate. There are two basic types: Equity REITs invest directly in real estate, and mortgage REITs invest primarily in mortgages and construction loans.

Read more