Owner Resource Group Presents Lee Brandon Walker Award to USME Team

Posted by Will Burnett on Apr 29, 2021 1:47:17 PM

Last month, Owner Resource Group (ORG) had the honor of presenting the Lee Brandon Walker Award to the team at US Med-Equip (USME), a partner company of ORG since 2017. USME partners with top hospitals, supplying critical medical equipment in the fight to save patients’ lives.

The Lee Brandon Walker Award is presented by ORG to companies that exhibit a commitment to service to both their employees and their communities. The award is named after one of ORG’s founding members who, with his fervent commitment to service, died tragically in 2014 from an undiagnosed heart condition while helping save the life of an animal while on a fly-fishing trip.

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Wealth Management - First Quarter 2021 Review

Posted by Will Burnett on Apr 22, 2021 8:08:40 AM

Owner Resource Group is pleased to provide the following wealth management insights from Round Table Wealth Management.

First Quarter 2021 Review

Capital markets provided mixed returns during the first quarter as value-style indices advanced, growth-style indices lagged and fixed income markets declined. A confluence of factors is creating both tailwinds and headwinds in the markets: Approved stimulus measures and proposed infrastructure spending combined with expanding COVID-19 vaccine deployments and easing mobility restrictions are expected to drive corporate earnings growth into the double-digits this year. Conversely, the associated risk of higher inflation and interest rates are pressuring growth-style equity valuations and bond prices. For the first time in years, quarterly performance for the Russell 1000 Value Index has outperformed both the S&P 500 and the Russell 1000 Growth Index by approximately 5.1% and 10.3%, respectively. Fixed income, which benefited last year from declining interest rates, generated a return of -3.4% as rising inflation and interest rate expectations pressured bond prices.

We have repositioned portfolios towards a more value-centric approach across equity allocations, including adding tactical positions that we believe may perform well as the U.S. initiates massive infrastructure spending. We are modestly underweight fixed income and continue to gravitate towards shorter duration bond strategies that are less impacted by inflation concerns and rising rates, while maintaining the safe-haven characteristics associated with the asset class. While the risks of 2020 are slowly fading, new and different risks (and opportunities) are presenting.

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Topics: Wealth Management