Anthony (Tony) Winkels holds an MBA from The Wharton School of the University of Pennsylvania, and is Managing Partner at Fortis Wealth Management

Perspective in Earnings Season

Perspective in Earnings Season

Anthony Winkels Writes on Earnings Season

With earnings season upon us, quarterly company reports can provide information that assists investors in analyzing trends and identifying beneficial investment opportunities. 

Revenue and profit margin data help to paint a picture of how current economic conditions and consumer behavior are impacting company operations.  Cash flow statements and balance sheets enable an assessment of how well various industries and specific companies have been able to manage cash and maintain liquidity and solvency. 

Forward-looking statements that accompany earnings reports are based on opinion and should be taken with a grain of salt, but they may still provide useful information regarding a company’s outlook and strategy for issuing dividends and pursuing value creation for their shareholders.

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- Anthony Winkels is Managing Partner and Wealth Advisor at Fortis Wealth Management

Gold as a Safe Haven

Gold as a Safe Haven

Relative Asset Class Valuations and Tactical Allocation

Relative Asset Class Valuations and Tactical Allocation