March 22, 2023 | HJ Sims

Market Commentary: Consistency

Edgerton “Ketchie” Welch, a lifelong resident of Chillicothe, Missouri began his career at his family’s Edge-Mar Dairy but later came to run the local Citizens Bank & Trust Co., serving for a total of 55 years. At various points in his role as CEO, he reported an investment performance that beat the nation’s biggest banks and insurance companies. When interviewed by Forbes on his exceptional success, he admitted that he was not smart enough to play the stock market and never even heard of modern portfolio theory.

Searstone (March 2023)

HJ Sims Completes 3-Step finance plan for North Carolina life plan community, Searstone, including nearly seventeen-month forward refunding.

Forward Refunding

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Market Commentary: Consistency

Searstone (March 2023)

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