Materials
Communication Services
Consumer Discretionary
- Auto Sector: Shifting to Lower Gear (PDF)
- Investing in the Consumer Discretionary Sector (PDF)
- The Shifting Retail Landscape (PDF)
Consumer Staples
Energy
- Investing in Energy (PDF)
- Master Limited Partnership Overview (PDF)
- Renewing Thoughts on Alternative Energy (PDF)
- U.S. Energy and Commodity Price Outlook (PDF)
Utility
Other
- Equity Sector Guidance Framework (PDF)
- In Market Madness, Let Quality Stocks Be Your Guide (PDF)
- Post-Pandemic: Unmasking Quality Stocks (PDF)
Financial Services Sector and REITs
- Alternative Asset Managers: Don't Get Carried Away (PDF)
- Business Development Companies: Lending to the Riskiest Segments of the Economy (PDF)
- Community Banking 101 (PDF)
- Investing in the Financial Services sector (PDF)
- Mortgage REITs - High Yield but High Risks (PDF)
- Private REITs - Not All REITs are Created Equal (PDF)
- Industry Analysis - A Report About Analyzing the Real Estate Investment Trust and Industry & COVID-19 Impact. (PDF)
- U.S. Banks Pass Stress Tests: Capital Levels Strong, but Capital Return to Remain Limited in the Near Term (PDF)
- FAQ About REITs - Frequently Asked Questions regarding REITS (PDF)
Health Care Sector
- Addressing Questions on the US Marijuana Market (PDF)
- Canadian Marijuana Market Heats Up, but Investments Carry Risk (PDF)
- Investing in the Health Care Sector (PDF)
Industrials Sector
- How Precious Are Precious Metals (PDF)
- Infrastructure: Opportunities at Home and Abroad (PDF)
- Investing in the Industrial Sector (PDF)
- North American Rails - On The Right Track (PDF)
Technology Sector
- Bitcoin Cryptocurrencies and Blockchain (PDF)
- Don't Let IPO Buzz Cloud Your Judgement (PDF)
- Investing in Technology (PDF)
Stock Tables
- Stock Table (PDF)
DCA
- DCA: Dollar Cost Averaging - Eligible Securities - Money Due / Settlement Date (PDF)
- DCA: Dollar Cost Averaging - Sell Program (PDF)
- Reinvestment - Securities Eligible for the Dividend Reinvestment Program (PDF)
Equity Income Buy List
Rising Income Leaderboard
Quarterly Market Outlook
- Quarterly Market Outlook - Full Report (PDF)
- Quarterly Market Outlook - Page One (PDF)
- Quarterly Market Outlook - Page Two (PDF)
- Quarterly Market Outlook - Page Three (PDF)
- Quarterly Market Outlook - Page Four (PDF)
- Quarterly Market Outlook - Page Five (PDF)
- Quarterly Market Outlook - Page Six (PDF)
- Quarterly Market Outlook - Page Seven (PDF)
- Quarterly Market Outlook - Page Eight (PDF)
Muni Bond
- City of Chicago General Obligation Bonds (PDF)
- Chicago Board of Education General Obligation Bonds (PDF)
- Cook County Community College District 508 (PDF)
- General Obligation (PDF)
- Higher Education (PDF)
- Health Care (PDF)
- Housing (PDF)
- K-12 Education (PDF)
- Missouri Southern State University (PDF)
- Not All Credit Enhancement Programs Created Equal (PDF)
- Rosemont, IL (PDF)
- ProMedica Health System (PDF)
- Puerto Rico (PDF)
- Senior Housing Properties Trust (PDF)
- South Carolina Public Service Authority (PDF)
- Southern Illinois University (PDF)
- State of Illinois (PDF)
- Tax-Backed Sector Outlook (PDF)
- Transportation Sector Outlook (PDF)
- Utility Sector Outlook (PDF)
Corporate Fixed Income
- AT&T (PDF)
- Fannie Mae (PDF)
- Ford Motor / Ford Motor Credit (PDF)
- Freddie Mac (PDF)
- Frontier Communications (PDF)
- GE (PDF)
- Lumen Technologies (PDF)
- Marriott International Inc. (PDF)
- Navient Corp (PDF)