Our Perspectives

our perspectives

When you’re as passionate about investing as we are, you tend to have opinions.

Here’s a few links and blog posts written by us and others about industry trends. Enjoy.

Questioning 2020 Stock Market Forecasts

In Sunday’s, December 29th issue of the New York Times, economics columnist Jeff Sommer discusses the value of 2020 stock market forecasts.

Tim Medley January 2, 2020

Jonathan Clements’ HumbleDollar

On most Saturdays, I receive Jonathan Clements financial advisory newsletter, The HumbleDollar. In the late 1980s, Jonathan worked for Forbes magazine covering mutual funds.

Tim Medley December 13, 2019

Dow at 650,000?

Recently, Ron Baron, a very successful fund manager and investor, suggested that the Dow Jones Industrial Average (the “Dow”) will reach 650,000 in 50 years.

Tim Medley October 31, 2019

Thinking About Long-Term Rates of Return

In 1982, famed value investor, John Templeton predicted that the Dow Jones Average, then trading around 800, would be at 3,000 within ten years.

Tim Medley May 31, 2019

Warren Buffett’s History-Making Gift

Thirteen years ago, Warren Buffett announced his plan to give away a considerable portion of his net worth to the Bill and Melinda Gates Foundation.

Tim Medley April 2, 2019

Remembering John Bogle

In my introduction of John Bogle, I poked fun at him as I recalled a few of my differing feelings for Vanguard.

Tim Medley February 8, 2019

Stock Market Swoon

The stock market swoon, which began September 20th, saw a decline of 20% through Christmas Eve, as measured by the S&P 500.

Tim Medley December 31, 2018

California Real Estate

A few months ago, The Los Angeles Real Estate News reported on the Warren Buffett sale of his Laguna Beach vacation home for $7.47 million.

Tim Medley December 17, 2018

Invest Like a Woman

Gender equality, or the lack thereof, has become one of the more important social topics of our time.

Julius Ridgway July 18, 2018

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founded 1988   |   jackson MiSs.

795 Woodlands Pkwy #104
Ridgeland, MS 39157

601.982.4123

Sissy Moreland

Client Services Trading

A graduate of Mississippi State University, Sissy joined Medley & Brown in 2017, but her career goes all the way back to 1990 when she was the merchandise director for four years at Phi Theta Kappa. She was also Customer Service Manager and Marketing Development Manager at Crystal Springs Apparel from 1994 to 2005. From 2005 to 2017, she was Manager of Sales Administration at Skyhawke Technologies. Thanks to her considerable operations and administrative experience, Sissy oversees trading and assists with most back-office operations for the firm. Staying so busy at work requires Sissy to recharge her batteries outside the office from time to time which she does by running, reading, enjoying a leisurely brunch, and watching the Saints play football.

Beth Braswell

Client Services Coordinator

Beth spent four years in the investment world before joining Medley & Brown in 2004 as our operations coordinator. She and her husband Robbie are busy parents to identical triplet daughters, so not surprisingly, some of Beth’s favorite things to do are napping and relaxing on the beach when she actually finds the time. Beth also enjoys taking short walks to the pool, attending concerts, and going out of town for long weekends. Beth loves her Mississippi State bulldogs and currently has four dogs, three cats, and three grandcats because having three children simply isn’t enough. No wonder her operational skills are so exceptional.

Doug Muenzenmay, CFA, CFP®

Senior Advisor   |   Principal

When he’s not enjoying the outdoors or attending his children’s school and sporting events, you can find Doug studiously researching investments for his clients. His career began in 1991 after graduating from the University of Iowa with a bachelor’s degree in economics. He spent 17 years in trust investments at three different banks before joining Medley & Brown in 2010. Doug also got his MBA from Mississippi College and served as an adjunct professor in finance there from 2007 to 2013. Married to his wife Sharon since 2001, Doug is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and a board member of the CFA Society of Mississippi.

Eddie Carlisle, CFP®

Senior Advisor  |   Principal  |  Chief Compliance Officer

Eddie’s extensive education includes a B.S.B.A. in accounting, with special distinction, from Mississippi College in 1994, along with a J.D. from Vanderbilt University and LL.M. (Master of Laws) in taxation from the University of Florida. But it’s what he’s learned outside of school and work that really stands out. He’s an Eagle Scout, which taught him a great deal about honesty and hard work from an early age. He learned even more earning black belts in Taekwondo, Hapkido, and Hanmudo. Oh, and he studies the Korean language in his spare time as well. Additionally, Eddie serves as an adult leader for Scout Troop 164 in Madison. He is a past board member of Hope Hollow Ministries, the Central Mississippi Down Syndrome Society, and the Mississippi Corporate Counsel Association. Eddie is currently a board member of the Woodward Hines Education Foundation. He enjoys spending time with his wife, Sarah, and their three children—Andrew, Caroline, and Emma. 

Julius Ridgway

Senior Advisor   |   Principal

Judging from his background, you’d think investments and other financial matters were all Julius cares about. After all, he has two decades of direct investment experience and spent the previous ten years involved in banking and real estate. Julius also received a masters degree from the London School of Economics in 1998, an MBA from Millsaps College in 1993, and a history degree from the University of Mississippi in 1990. But his true passions include driving sports cars on racetracks or twisty mountain roads, running ultramarathons, and taking road trips with his wife and son. He’s worked here since 2002 as a Chartered Financial Analyst (CFA) and member of the CFA Institute while also serving as an adjunct instructor at Millsaps College and board member of New Stage Theatre. It takes major dedication to tackle all these responsibilities—sort of like training for all those long distant runs—but Julius enjoys every minute of the grind. And when it’s time to slow down, Julius finds the best way to clear his head is taking long hikes in the mountains on all those road trips.