Resources
A comprehensive hub designed to provide you with the tools, guides, and information you need to make informed financial decisions.
Whether you’re just starting your investment journey or looking to refine your financial strategy, we’ve gathered a collection of valuable resources to support your goals.
Latest Resources From Bastion Fiduciary
“Three Steps Back”Lauretta “Retz” Ann Reeves, CFA AWMAIntensified fighting in the Middle East and restrictions…
In aggregate, international equity markets continued their run in February of 2026. The MSCI Standard…
Bastion Fiduciary portfolio manager John Rotonti and Morningstar senior analyst Brett Castelli discuss GE Vernova’s…
In this video, Kirk discusses the future of government debt.https://vimeo.com/1166979241/e45f32bbc8?share=copy&fl=cl&fe=ci Disclaimer: This content is intended for…
Watch on YouTube Source: 7investing on YouTubeWarren Buffett is widely-credited with characterizing competitive advantages as…
In this video, Kirk discusses:Dollar depreciatingSilver and GoldMoves in portfolios: emerging, international, precious metals, commoditiesEnergyhttps://vimeo.com/1162397852/10d89f791b?fl=pl&fe=sh…
KLA Corporation’s (Nasdaq: KLAC) second quarter fiscal 2026 revenue increased 7%, its non-GAAP operating margins…
Trane’s (NYSE: TT) full-year 2025 revenue increased 7%, organic revenue increased 6%, adjusted operating margins…
Amphenol (NYSE: APH) generated another year of record sales, adjusted operating margin, free cash flow…
Despite threats of tariffs and saber-rattling over Greenland, international equities continued their run in January.…
GE Vernova’s (NYSE: GEV) full-year 2025 organic revenue grew 9% and adjusted EBITDA margins expanded…
Bastion Industrial and Infrastructure Portfolio Fourth Quarter 2025 LetterCorporate management is the most powerful source…
TE Connectivity’s (NYSE: TEL) first quarter fiscal 2026 sales increased 22%, organic sales increased 15%,…
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Eaton’s corporate history,…
On December 9, 2025, GE Vernova (NYSE: GEV) held an investor day to significantly increase…
For Bastion Fiduciary, 2025 was a notable year launching the new firm, an energy ETF,…
If one stayed the course, 2025 was a great year for international investing, the MSCI…
Join Ricky Mulvey and John Rotonti for a conversation about:The housing shortage and how John…
In this video, we look at potential themes for 2026. Nobody knows what will happen,…
This quick reference guide from fpPathfinder summaries the latest tax planning rates, limits, and more. …
On November 20, 2025, TE Connectivity (NYSE: TEL) held its first investor day in eight…
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Vertiv’s corporate history,…
In this session of Coffee with Kirk, I chat with John Rotonti who manages the Industrials and Infrastructure…
The performance of international equity markets was volatile and varied for November of 2025. Concern…
Morningstar tech analyst Will Kerwin joins Rebellious Allocations to discuss networking’s role (including as a…
In my opinion, it’s hard to read the quotes provided after my notes here and…
Hosted by Lacey LangfordWhat does it really take to build wealth? It’s probably not what…
Let’s start with a few quotes that highlight new revenue growth opportunities (and even a…
On this episode, Bear and Drowsy check in again with John Rotonti of Bastion Fiduciary…
Let’s start with a few quotes…“I’d just like to point out that we’re seeing that Arista,…
Jason and Jeff are joined by John Rotonti for a conversation on the current state…
Let’s start with a few quotes that highlight new revenue growth opportunities (and even a…
Growing up in New Orleans, John Rotonti thought his family was wealthy. After all, he…
Let’s start with a few quotes, as I sometimes do…“I would like to remind you…
On this episode, we discuss:Why have an investment checklist?Questions to ask in the research processFlexibility…
Let’s start with three quotes because Duke deserves the spotlight…“We’re trying to be a compounder…
In this conversation, Kirk Kinder explores the current state of the energy market, focusing on…
Although evolving tariffs and political instability created volatility in international equity markets during October, 2025,…
TE Connectivity (NYSE: TEL) generated records for full-year fiscal 2025 sales, adjusted operating margin, free…
Vertiv’s (NYSE: VRT) Q3:2025 sales increased 29%, organic sales increased 28%, adjusted operating margins expanded…
Amphenol (NYSE: APH) once again generated records for quarterly sales, adjusted operating margin, free cash…
La salud financiera no es un lujoEn este episodio de Mente Hispana, Ian J. Gates…
Watch here or on YouTube:https://youtu.be/JI9WTBSMUIQ?si=Dhx-HtTSQjIlJFmJ Disclaimer: This video is intended for informational purposes only and does…
Bastion Industrial and Infrastructure Portfolio Third Quarter 2025 LetterBuy Greatness and HoldBy John Rotonti, Portfolio…
Hosted by Lacey LangfordIn this episode, Cale Smith explains what a portfolio manager really does,…
Bastion Fiduciary has launched its new podcast, Rebellious Allocations. The program will explore the enduring…
Bargain hunting, diversification and opportunity continued to drive interest in international equity markets in the…
Watch here or on YouTube:https://youtu.be/UsaYRN0EbeY?feature=shared Disclaimer: This video is intended for informational purposes only and does…
Your life and health insurance policies are key parts of your overall financial plans. Review…
ISLAMORADA, Florida – September 2, 2025 – Bastion Fiduciary, a Registered Investment Advisor (RIA) specializing…
Watch this episode below or on Vimeohttps://vimeo.com/1116450761/e869f2c3cc Disclaimer: This video is intended for informational purposes only…
In aggregate, international markets continued to chug along in August. The indicative MSCI index was…
KLA Corporation’s (Nasdaq: KLAC) June-quarter-ending fiscal year 2025 revenue increased 24% to over $12.15 billion and…
Todd Wenning (Part 2), founder of KNA Capital, shares his thoughts on what is happening…
Will Kerwin, technology analyst at Morningstar, shares his thoughts on KLA Corp’s business model, competitive…
Todd Wenning (Part 1), founder of KNA Capital, shares his thoughts on trucking and freight…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify or AppleClick the icons below to listen to this…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Eric Markowitz, Director of Research at Nightview Capital discusses his investing philosophy, the importance of…
The One Big Beautiful Bill is a major piece of tax legislation that introduces broad…
I’m going to keep this short because I’ve written extensively about GE Vernova (NYSE: GEV)…
Amphenol (NYSE: APH) reported a very strong second quarter of 2025 with record sales, record…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
In aggregate, international markets seemed to quiet in July – The MSCI All Country World…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
TE Connectivity (NYSE: TEL) reported a very strong quarter with record sales, record adjusted operating…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Return on Equity (ROE) is one of the most common measures of profitability, business quality,…
After I published my recent note on how I think about Amphenol’s valuation, a couple of…
Global equity markets experienced severance turbulence the first half of 2025 as investors digested the…
I drive a hybrid, own a labradoodle, and live in the suburbs. As a result,…
Quanta’s (NYSE: PWR) business is performing very well. Its Q1:2025 revenue increased nearly 24% and its…
ISLAMORADA, Florida – June 23, 2025 — Bastion Fiduciary, a Registered Investment Advisor (RIA) specializing…
Below are the quotes from Warren Buffett that I think best describe his investing philosophy…
(Re-published with permission)Value investors often seek out the proverbial best house in a bad neighborhood…
May 2025Despite the uncertainty created by proposed tariffs and continuing regional wars, international markets in…
“I’ve always believed analysts need to be a little creative when they think about companies…
Bastion is founded by veteran military officers, and we aim to bring that ethos into…
KLA Corporation’s (Nasdaq: KLAC) Q3:F2025 revenue increased 30% and non-GAAP EPS grew 60% from the same…
[Excerpts from a Letter to Investors published May 13, 2025]Some thoughts on a busy few…
Before I get into the quarterly numbers, here are some important takeaways from GE Vernova’s (NYSE: GEV)…
Trane’s (NYSE: TT) Q1:2025 organic revenue increased 11% and adjusted operating margins expanded 100 basis points…
The momentous, even epochal, announcement made by 94-year old GOAT investor and businessman Warren Buffett…
Searching for value, growth and diversification, investors continued to push up international equities in April,…
Amphenol Q1:2025 EarningsAmphenol’s (NYSE: APH) vital signs remain very healthy. In the first quarter it generated…
ISLAMORADA, Florida – April 23, 2025 – Islamorada Investment Management (IIM), a fee-only Registered Investment…
Many homeowners overpay property taxes because of inflated appraisals. I successfully protested mine using proof…
In aggregate, international equity markets continued to outperform in March as some investors, concerned about…
The Bastion Industrial and Infrastructure Portfolio is a domestic, long-term focused, low-turnover, roughly 30 stock…
Dear Mr. Greenblatt, I’m writing to thank you for The Little Book That Still Beats the…
Adapted from an email sent to Investors back in June of 2022For all investors, market…
Sherwin-William’s full-year 2024 sales increased very slightly (up 0.2%) to $23.1 billion. Sales actually increased…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Review the below checklist to assess where you might want to put your focus. PDF:…
I thought getting a new credit card number would stop old subscriptions from charging me. …
(Re-published with permission)In a market where high-flying technology companies tend to get the lion’s share…
Eaton (NYSE: ETN) held its Investor Day on March 11, 2025, where it reiterated guidance for 2025…
Alphabet’s full-year 2024 revenue increased 14% (or 15% constant currency) to $350 billion. Its operating…
Sector rotation was one reason credited for MSCI’s standard aggregate international equity index eking out…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
(Originally Published 19 Feb 2025, Updated 26 March 2025) “Blessed are the flexible, for they will…
Trane Q4:2024 EarningsTrane Technologies’ (NYSE: TT) full-year 2024 organic revenue increased 12%, adjusted operating margins…
In 2024 Eaton (NYSE: ETN) generated record sales, operating margins, free cash flow (FCF), and…
What are international equities?International equities are stocks of companies that are domiciled in countries outside…
“Resourcefulness is the ultimate resource.” – Tony Robbins While its’ not the same thing as a…
2025 started well for International Investors with the Gross Morgan Stanley Standard Indices (MSCI) reporting…
(Originally posted January 30, 2025)Before I share my comments on Union Pacific’s full-year results, let’s…
When planning how to pass down an individual retirement account (IRA), a common question may…
“Buying a car is the art of convincing yourself you got a great deal while…
Amphenol Q4:2024 EarningsAmphenol’s full-year 2024 sales increased 21% (or 13% organically) and adjusted EPS grew…
It’s more than just an eighties synth-rock anthem—we all have deadlines. Your grade-school teacher expected…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
PDF: What documents do I need to collect for filing my 2024 tax return? FOR…
(Re-published with permission)It’s a daunting, albeit enjoyable, task to try to capture the key elements…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
International Investors faced minefields or pots of gold in 2024 depending which region, country and…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
PDF: Should-I-Roll-Over-My-Dormant-Traditional-401k FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. The information provided here is for educational…
There are three primary ways that people get paid in the financial services industry. Commission.…
Green Brick Partners Q3:2024 Earnings:It’s possible Green Brick Partners is a name you are less…
Pulte Q3:2024 Earnings:Pulte’s third quarter 2024 home sale revenue increased 12%, closings increased 12%, and…
If you don’t want to read the whole call, you can find my BOLD highlights…
Lennar Q3:2024 Earnings:Lennar’s third quarter 2024 total revenue increased 7.9%, while homebuilding revenue grew 8.7%.…
Linde Q3:2024 Earnings:Linde’s third quarter 2024 sales increased 2% driven by a 2% price increase…
Alphabet Q3:2024 Earnings:Alphabet’s third quarter 2024 revenue increased 15% (or 16% constant currency), its operating margins…
Amazon Q3:2024 Earnings:Amazon’s third quarter 2024 sales increased 11%, operating income grew 55% (as its operating…
To paraphrase the Florida Keys’ own Ernest Hemingway, big shifts in the stock market often…
Buoyed by moderating inflation and interest rates, US equity indices generally ended in positive territory…
Interview with Brad Gortno of iCLATSeason 4 | Episode 1 Interview with Kevin Carter of…
Trade Your Portfolio like a Professional with Nick McCallumSeason 3 | Episode 1 An Unknown,…
Last November, Koray Aldemir won the World Series of Poker taking home an $8,000,000 prize.…
Here are the top five reasons our clients rely on us to help invest their…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
Where is the Economy Headed?Season 2 | Episode 1 Does Your Portfolio Need the Golden…
Selecting the Best Medicare Plan for You with Aaron ZolbrodSeason 1 | Episode 1 Seven…
By Ian J. Gates“Mission Readiness” is a principle the U.S. Army tattooed on my brain…
To learn more about the designations and credentials of Bastion Fiduciary team members, please see…