Author: Bastion Fiduciary

An AI-generated summary of the Rebellious Allocations podcast featuring Dr. Ed Yardeni, prominent American macroeconomist and president of Yardeni Research Inc. In a recent episode of the Rebellious Allocations Podcast, host John Rotonti sat down with leading economist and Chief Investment Strategist Dr. Ed Yardeni to discuss the forces driving the resilient US economy. Drawing on over 40 years of market strategy experience, Dr. Yardeni outlines why the US economy continues to defy recession forecasts and projects where the markets are headed as we approach 2030. Here are the key takeaways and economic theses from Dr. Yardeni’s discussion. The “Roaring…

An AI-generated summary of the Rebellious Allocations podcast featuring Will Kerwin, Senior Equity Analyst at Morningstar. Clear here for the full transcript.  In a world obsessed with chip designers and AI accelerators, Teradyne (TER) occupies a quieter but essential corner of the semiconductor ecosystem — one that rarely makes headlines but underpins nearly every chip that ships. In a recent episode of Rebellious Allocations, host John Rotonti of Bastion Fiduciary sat down with Morningstar’s Will Kerwin to do a thorough business deep dive. Here’s what you need to know. What Does Teradyne Actually Do? Teradyne’s primary business — roughly 80%…

Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Eaton’s corporate history, business model, competitive position in the electrical and aerospace end markets, its competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more. Watch here or on YouTube​:https://youtu.be/QhsMfjuivDI?si=V-EEhVsmLHwgCqjK Listen To This Episode on Spotify, Apple or YouTube Click the icons below to listen to this podcast: Spotify Apple Youtube Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized…

For Bastion Fiduciary, 2025 was a notable year launching the new firm, an energy ETF, and a new Industrial and Infrastructure portfolio. The team is steadfast in their commitment to transparency and information sharing, often taking the form of articles, newsletters, and podcasts. In case you missed them, here were the most popular content pieces from Team Bastion in 2025.  Our Portfolios:ENERGY:Value Investing in the Energy Sector(Source: Nasdaq) Bastion Fiduciary Launches New Energy ETF (CBOE: BESF) The Age of GeoeconomicsINTERNATIONAL:Value Investing in International EquitiesFirst Six Months 2025, A Great Start to International Equities(Saving Yourself from Wall Street Podcast) Lauretta (Retz) Reeves, CFA, International…

This quick reference guide from fpPathfinder summaries the latest tax planning rates, limits, and more.  PDF: 2026 Important Numbers FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. This article is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

Bastion Fiduciary has launched its new podcast, Rebellious Allocations. The program will explore the enduring relevance of value investing and disciplined capital allocation at a time when speculative and momentum strategies seem more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and opportunities that define long-term value creation and bring a grounded perspective to today’s market noise.“The launch of Rebellious Allocations underscores our belief that disciplined, fundamentals-based investing is not only timeless, but essential,”…

Your life and health insurance policies are key parts of your overall financial plans. Review these checklists annually to ensure you have the coverage you need.  PDF: What Issues Should I Consider When Reviewing My Health and Life Insurance Policies? FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. This article is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

ISLAMORADA, Florida – September 2, 2025 – Bastion Fiduciary, a Registered Investment Advisor (RIA) specializing in fundamental long-term value investing strategies, is celebrating the 12th anniversary of two actively managed international model portfolios: Bastion Value International and Bastion International Equity Income.Why International Equities?International equities offer value investors:Diversification, as countries have different economic and political cyclesAccess to globally recognized companies headquartered outside of the USIncome, as some international indices have higher dividend yields than comparable US indicesModel Portfolio Offerings:The Bastion Value International Portfolio seeks capital appreciation by investing in stocks that exhibit attractive forward valuations compared to their history or industry,…

The One Big Beautiful Bill is a major piece of tax legislation that introduces broad changes across several areas of personal financial planning. Review this summary guide to get a high-level overview, and consult with a qualified professional for personalized recommendations.  PDF: The One Big Beautiful Bill Act Comparison Guide FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. This article is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

ISLAMORADA, Florida – June 23, 2025 — Bastion Fiduciary, a Registered Investment Advisor (RIA) specializing in fundamental long-term value investing strategies, officially announced the launch of its newest investment strategy: the Bastion Industrial and Infrastructure Portfolio.The portfolio, managed by John Rotonti, is designed for investors seeking long-term capital appreciation in a concentrated selection of high-quality industrial and infrastructure businesses.The new strategy adheres to Bastion’s core philosophy of fundamental value investing, focusing on companies that demonstrate high returns on invested capital, consistent and growing free cash flows, sustainable competitive advantages, and what he believes is a long runway of EPS growth.…