All in the (Portfolio) Family: Caring for old and the new

 Anyone who does not provide for their relatives, and especially for their own household, has denied the faith and is worse than an unbeliever. - 1 Timothy 5:8

If you have been reading this blog for the past year or more, you may realize how much we at EWM believe in the process we use to manage your portfolio. The key ingredient is how much we care: Not only about you and your goals, but also about every single investment we select through that process.

We try to help you understand that what we do is very unique to other methods of owning investments. From speculative buying to the long term buy and hold, our faith in what we do revolves around taking extra care with each and every holding we own for you. This requires continued diligence (charting and fundamental research) ongoing.

A recent review of the 'bottom up' process has led to what we believe to be some improvements and some extra diligence on the holdings we have held longer term. We have investigated how some of our longer aged positions fit into the 2027 outlook while using our specific programmatic scanning process to add some new names in an updated portfolio allocation model set up. (More to come on that into next year). For now, we have recently added to some of those positions planned for the longer term holding period and believe our new positions will serve well in the volatile months ahead.

Just as in 1 Timothy 5, our belief is it is important to take care for all in your family - the aged and the young. Family planning, when it comes to your financial goals, is an area of focus this coming month. From helping out the older members of your family to planning for a college savings program, now is the time to take care and see how this may fit into your personal family needs.

With nearly 30 years of planning with families in all different scenarios, I can assure you that keeping the bond leads to the reward. No matter where your finances lie, take this month to think of who you can call, visit or connect with and bring together the 'old and the new', all in your family.

Timothy 5: 1-2. Do not rebuke an older man harshly, but exhort him as if he were your father. Treat younger men as brothers, ² older women as mothers, and younger women as sisters, with absolute purity.

Author: Steve Economopoulos

Published: 8/3/2026

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