Goelzer Investment Management

09/16/2026

It has been a strong year for AI-linked equities, but this quarter has tested that momentum, as reflected in the recent rotation from semiconductor to software stocks. Sentiment faces headwinds from factors like local data center resistance, escalating hyperscaler capex, and AI safety concerns. Perhaps the most consequential variable remains the interest rate trajectory Fed Chair Warsh outlines today.

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

[...]Read More... from September 16, 2026: AI Fundamentals Meet Macro Forces

09/16/2026

In our latest Insights piece, our Chief Investment Officer, Gavin W. Stephens, examines why investment committees often feel pressure despite strong returns and how avoiding mistakes may matter more than chasing winners.

[...]Read More... from The Challenge of Strong Returns

09/09/2026

This week’s economic calendar may be light on volume, but it is heavy on significance. Friday’s August Consumer Price Index (CPI) report arrives just five days before the Federal Reserve’s September meeting, where a 0.25% rate hike remains a realistic possibility. A softer inflation reading could give policymakers justification to pause, offering some relief to consumers and businesses facing higher borrowing costs.

For more, please read Goelzer’s Weekly Market Update by Chief Investment Officer Gavin Stephens.

[...]Read More... from September 9, 2026: All Eyes on Inflation

09/04/2026

August offered our team another month of meaningful connection across Central Indiana.

On August 7, Hannah Trotter and Philip Kojich enjoyed Sunflowers at Sunset, an outdoor benefit dinner held on the northwest side of Indianapolis. This annual event is presented by The STEM Connection, a nonprofit that empowers youth through experiential, nature-based education in science, technology, engineering, and mathematics.

Several team members also volunteered their time at the Indiana State Fair. Greg and Suzy Goelzer (pictured with Dave Neff, President and CEO of the 500 Festival) took a shift at the Fair’s Dairy Bar, while Sara Omohundro took part in the Fair’s “Firefly Day” on August 22, which celebrated the Firefly Children & Family Alliance and its 175 years of community service.

Another month, another series of opportunities to support the people and causes that make our community stronger—and we're grateful for each one.

09/02/2026

Earlier this year, our team noted the potential for long-term U.S. Treasury yields to rise. At the time, our concern centered on two primary factors: inflation that remained above the Federal Reserve’s target and unsustainable U.S. fiscal deficits that required increased Treasury issuance. As the 30-year Treasury yield has climbed to levels not seen in roughly two decades, that caution has proved timely.

For more, please read Goelzer’s Weekly Market Update by Chief Investment Officer Gavin Stephens.

[...]Read More... from September 2, 2026: From Buybacks to Bond Sales

08/28/2026

At Goelzer, experience isn't just a number—it’s the expertise, trust and relationships we’ve built with our team and the clients we serve.

After one year of employment at Goelzer, we recognize each of our advisors with a unique gift: a bobblehead in their likeness. It's a lighthearted tradition that celebrates experience—but at Goelzer, experience is more than a number. It’s the expertise, trust, and relationships we’ve built with each other, and the clients we serve.

Behind every strategy we build and every relationship we nurture stands a team with decades of combined years of advising the individuals, families, and institutions who expect more. That depth means our clients benefit from perspective earned across decades and market cycles—the kind of seasoned, steady guidance that only comes with time.

Decades of expertise, one dedicated team. That's the Goelzer difference.

08/27/2026

With markets delivering exceptional returns, it can be tempting to chase what?s performing best. But chasing the highest returns can mean taking on more risk. In Goelzer?s latest video, Chief Investment Officer Gavin Stephens explains why this may be a time to stay disciplined and diversified?and avoid ?the peril of having a good time.? Watch now to learn more, then read our latest Weekly Market Update at https://goelzerinc.com/category/weekly-market-update/

08/26/2026

You are not imagining this. Individual stocks are currently experiencing a wider dispersion in daily returns, both up and down, than investors are used to seeing.

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

[...]Read More... from August 26, 2026: Yes, Stocks ARE Having Larger Return Swings

08/26/2026

Some of life's most significant financial decisions arrive alongside its most meaningful milestones.

For many between the ages of 55 and 65, retirement shifts from a distant idea to an approaching reality—and with it come important questions.

How do I transition from building wealth to drawing on it?

How do I create income that lasts?

How do I protect what I've worked a lifetime to build, while still living the life I've envisioned?

These are the questions our advisors help answer every day. With thoughtful planning around income strategy, tax efficiency, and long-term security, Goelzer helps clients step into this new chapter with clarity and confidence.

Wherever you are on the path to retirement, the right time to plan is now. Speak with a Goelzer advisor: https://bit.ly/4xgjVhx.

08/25/2026

Since welcoming our first institutional client in 1971, Goelzer has helped countless foundations, endowments, and other nonprofits. Our role goes beyond investment management to helping clients think strategically, plan holistically, and act with purpose.

We consider it an honor to provide guidance and support to mission-driven institutions—and on August 4, we were grateful to attend the Indianapolis Business Journal Nonprofit Excellence Awards, which honored more than two dozen community leaders, philanthropists, businesses and nonprofit organizations.

We congratulate all the 2026 honorees on their well-deserved recognition. It was particularly rewarding to see so many of Goelzer’s institutional clients recognized for the meaningful work they do.

The Damien Center, Indiana’s oldest and largest HIV/AIDS service organization, was recognized as the Nonprofit of the Year (large). The center will receive a $50,000 award from the event’s presenting sponsor, Katz, Sapper & Miller CPAs & Advisors.

Rev, an annual event supporting the IU Health Foundation, was recognized as the Fundraising Event of the Year.

The award for Best Collaboration Between a Business and a Nonprofit went to Cummins Inc and Edna Martin Christian Center, recognizing their fine work for households in Indianapolis’s Martindale Brightwood neighborhood.

Organizations recognized as distinguished honorees in the Nonprofit of the Year category included Aspire Indiana Health, which provides mental health and health services to Hoosiers in Central Indiana, and the Firefly Children & Family Alliance, which provides programs and services ensuring child safety and family stability.

Individual contributors were also recognized for their leadership. Fred Glass, president and CEO of Gleaners Food Bank of Indiana Inc., was honored as the Nonprofit Executive of the Year (large nonprofits), and Anthony Warren, operating board chair for Goodwill of Central & Southern Indiana, was named as one of the Board Members of the Year.