Goelzer Investment Management

10/28/2026

Markets enter the next two weeks facing several “known unknowns” that could shape investor sentiment. The events themselves are well anticipated, but their outcomes and market impact remain uncertain. The Federal Reserve is expected to hold rates steady while maintaining a hawkish stance, with the midterms close behind and potentially important implications for policy and ongoing conflicts.

For more, please read Goelzer’s Weekly Market Update by Senior Portfolio Manager Umesh Nathani.

[...]Read More... from October 28, 2026: A Week of Known Unknowns: Economy, Elections, Earnings

10/27/2026

After several strong years for equities, the market’s next chapter might look different. As interest rates rise, investors may place greater emphasis on companies with strong balance sheets, durable earnings, and consistent cash flow generation—and less on speculative growth fueled by debt. What could this shift mean for equity investors?

In our latest Market Update video, Senior Portfolio Manager Umesh S. Nathani, CFA, shares his perspective on the evolving market environment and explains why time-tested investment principles may regain favor. Watch now to learn more, then read our recent Weekly Market Update, Equity Drivers in a Higher-Rate World, at (https://goelzerinc.com/insights_post/september-30-2026-evaluating-equity-drivers-in-a-higher-rate-world/.

10/26/2026

For many Gen X families, planning for the future means looking in two directions at once: helping aging parents navigate the next stage of life while preparing children to become financially independent. Balancing those responsibilities can be challenging—but supporting others starts with making sure your own financial foundation is secure.

In this Insights piece, Senior Wealth Advisor David S. Alexander explores how Gen X families can prioritize their own financial future while preparing for the needs of both older and younger generations.

https://goelzerinc.com/insights_post/generation-x-you-must-put-your-oxygen-mask-on-first/

10/23/2026

Years of experience supply the perspective needed to navigate complex financial decisions. Strong values provide the foundation for putting that perspective to work on behalf of clients.

At Goelzer Investment Management, we rely on both elements. Our senior advisors have spent decades building their knowledge, perspective, and understanding of the financial challenges our clients face. They have committed themselves to highest levels of professional expertise holding the CFA designation and/or CFP certification. This experience and our values—Trust, Integrity, Respect, Thoughtfulness, and Commitment—have provided a solid foundation for everything we do.

It's that combination that enables Goelzer to serve those who expect more than traditional wealth management—going above and beyond to bring experience, perspective, and a principled commitment to each client relationship.

10/21/2026

After a strong advance, gold has pulled back. For investors who own gold as a portfolio diversifier, the decline matters because it could help determine whether recent weakness is simply a pause in the rally or the beginning of a more meaningful correction. All price levels refer to GLD’s share price, not the price of gold.

For more, please read Goelzer’s Weekly Market Update by Investment Strategist Greg Thompson.

[...]Read More... from October 21, 2026: Gold’s Pullback: Key Levels & What They Mean for Investors

10/20/2026

As the year end draws closer, it brings a handful of financial decisions worth considering. The right answers depend on your broader financial picture—and on where you want that picture to take you in the year ahead.

Goelzer can help you evaluate your options and make decisions with the bigger picture in mind. If you’ve got a year-end financial question, connect with one of our expert senior advisors: goelzerinc.com/contact

10/19/2026

The growth story of Artificial Intelligence is still unfolding—but the path forward may not be quite as straightforward as it once seemed.

Cloud demand is accelerating. AI investment continues to climb. And productivity gains may only be getting started.

However, rising capital costs, lower-cost competitors and pushback against data center expansion are raising new questions.

To see what these roadblocks could mean for AI’s next chapter, read our recent insight from Umesh Nathani, CFA.

https://goelzerinc.com/insights_post/august-12-2026-ais-promise-remains-intact-despite-roadblocks2/

10/14/2026

In 2022, the Federal Reserve began raising interest rates from near zero, creating disruption in private markets. As borrowing costs rose rapidly, private deal activity, exits, and fundraising slowed dramatically.

Private credit was a relative bright spot because its predominantly floating-rate loans generated more income as rates increased. Still, higher interest expense placed greater pressure on leveraged companies and created a more challenging environment for private equity and real estate.

For more, please read Goelzer’s Weekly Market Update by Senior Investment Strategist Sara Omohundro.

[...]Read More... from October 14, 2026: Higher Rates, Different Story in Private Assets

10/13/2026

At Goelzer, we believe a stronger community starts with organizations that are committed to helping their neighbors thrive. That’s why we’re proud to support Gleaners Food Bank of Indiana Inc., which has been working to fight hunger and improve access to nutritious food for Hoosiers since 1980.

Gleaners works toward a simple vision: food for every table and an empowered future for every neighbor. They make that vision possible by distributing food through a network of more than 300 community partners, while also providing mobile pantries, food access programs and other resources designed to address the broader challenges of food insecurity. Goelzer is proud to support Gleaners and the vital work they do to help ensure more Hoosiers have access to the food and resources they need.

10/12/2026

For the past 15 years, ultra-low interest rates influenced everything from stock valuations to housing prices to federal borrowing. Those conditions have changed, but not everything has caught up.

In our latest Insights piece,Senior Investment Strategist Sara Omohundro explains that while Treasury yields have normalized, much of the financial system is still adjusting after the era of low interest rates, presenting both turbulence and opportunity ahead.

[...]Read More... from Normal Rates, Abnormal Markets