Goelzer Investment Management

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.

08/25/2026

Families spend decades building wealth, yet one of the most important decisions is determining when and how the next generation should begin benefiting from it. The right answer rarely comes down to tax efficiency alone. The answer depends on what role a family wants wealth to play, and what success looks like for that family.

In our latest Insights piece, our Senior Wealth Advisor Kory J. Fay explores how families can transfer wealth to the next generation by aligning gifting, education funding, and estate planning strategies with their long-term values and goals.

[...]Read More... from Thoughtfully Transferring Wealth to the Next Generation

08/19/2026

With elevated stock valuations and uncertainty around inflation, interest rates, and geopolitics, investors may be looking for diversification and return opportunities beyond traditional asset classes. In this environment, real assets, particularly private real estate and infrastructure, may offer compelling portfolio benefits.

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

[...]Read More... from August 19, 2026: Real Assets, Real Opportunity

08/14/2026

True financial awareness is more than knowing your account balances. It's about understanding how every piece of your financial life works together—and feeling confident in where you're headed.

That clarity is at the core of what we do. Our team helps the individuals, families, and institutions we serve see the full picture: how their investments, tax strategies, estate plans, philanthropic goals, and long-term priorities connect into a single, cohesive plan. And because we keep our clients informed at every turn, that awareness becomes a foundation for confident decision-making.

We take a look at your financial life with fresh clarity—and allow you to lean on a team with the expertise to help you make the most of it.

Connect with the Goelzer team: https://goelzerinc.com/investment-strategies/

08/12/2026

This earnings season reinforced a central theme that has driven equity markets over the past several quarters: artificial intelligence remains one of the most important sources of growth across the economy. Cloud demand continues to accelerate, prompting many of the largest technology platforms to once again raise their capital spending expectations.

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

[...]Read More... from August 12, 2026: AI’s Promise Remains Intact Despite Roadblocks