Posts by: battipagliaj
7 August 2026 I Glenview, IL The board of directors of Illinois Tool Works Inc. (NYSE: ITW) has declared a regular quarterly dividend of $1.72 per common share, an increase of approximately 7% from the previous quarterly dividend of $1.61. Payment of the dividend is expected in October 2026. For calendar year 2026, this marks the twenty-third dividend increase for the Washington Crossing Advisors Rising Dividend portfolio. All twenty-three changes were increases. The simple average dividend increase is roughly 5.9% compared with 2025 levels. Please contact your financial advisor for a complete list of all portfolio holdings that have, in the past
4 August 2026 I New York, NY The board of directors of Broadridge Financial Solutions, Inc. (NYSE: BR) has declared a regular quarterly dividend of $1.09 per common share, an increase of approximately 12% from the previous quarterly dividend of $0.975. Payment of the dividend is expected in October 2026. For calendar year 2026, this marks the twenty-second dividend increase for the Washington Crossing Advisors Rising Dividend portfolio. All twenty-two changes were increases. The simple average dividend increase is roughly 5.9% compared with 2025 levels. Please contact your financial advisor for a complete list of all portfolio holdings that have, in the
29 July 2026 I Phoenix, AZ The board of directors of Republic Services, Inc. (NYSE: RSG) has declared a regular quarterly dividend of $0.67 per common share, an increase of approximately 7% from the previous quarterly dividend of $0.625. Payment of the dividend is expected in October 2026. For calendar year 2026, this marks the twenty-first dividend increase for the Washington Crossing Advisors Rising Dividend portfolio. All twenty-one changes were increases. The simple average dividend increase is 5.6% compared with 2025 levels. Please contact your financial advisor for a complete list of all portfolio holdings that have, in the past 12 months,
29 July 2026 I Omaha, NE The board of directors of Union Pacific Corp (NYSE: UNP) has declared a regular quarterly dividend of $1.42 per common share, an increase of approximately 3% from the previous quarterly dividend of $1.38. Payment of the dividend is expected in September 2026. For calendar year 2026, this marks the twentieth dividend increase for the Washington Crossing Advisors Rising Dividend portfolio. All twenty changes were increases. The simple average dividend increase is 5.5% compared with 2025 levels. Please contact your financial advisor for a complete list of all portfolio holdings that have, in the past 12 months,
Confidence returned in the second quarter, reflected in stronger data tied to AI capital investment. While the conflict with Iran remains active, markets are no longer pricing in the most severe outcome. Instead, markets resumed the hunt for AI beneficiaries in the second quarter. Tactical repositioning includes a closing of an overweight position in developed markets, a refocusing on domestic growth, and a tilt toward mortgages as rates remain steady. Portfolios maintain a modest tilt toward stocks over bonds, aligning with the forecast path for our WCA Barometer.
13 July 2026 I Columbus, IN The board of directors of Cummins Inc. (NYSE: CMI) has declared a regular quarterly dividend of $2.20 per common share, an increase of approximately 10% from the previous quarterly dividend of $2.00. Payment of the dividend is expected in September 2026. For calendar year 2026, this marks the nineteenth dividend increase for the Washington Crossing Advisors Rising Dividend portfolio. All nineteen changes were increases. The simple average dividend increase is 5.6% compared with 2025 levels. Please contact your financial advisor for a complete list of all portfolio holdings that have, in the past 12 months, increased,
8 July 2026 I New York, NY The board of directors of Marsh (NYSE: MRSH) has declared a regular quarterly dividend of $0.99 per common share, an increase of approximately 10% from the previous quarterly dividend of $0.90. Payment of the dividend is expected in August 2026. For calendar year 2026, this marks the eighteenth dividend increase for the Washington Crossing Advisors Rising Dividend portfolio. All eighteen changes were increases. The simple average dividend increase is 5.35% compared with 2025 levels. Please contact your financial advisor for a complete list of all portfolio holdings that have, in the past 12 months, increased,
Artificial intelligence will be a major technology for the next generation and likely to shape our future. Effects on business automation, medicine, science, education, security, consumer services, and software could be far-reaching. Changes to come are very likely to be as important as the rise of personal computers or the internet. We do not view AI as a fad, but the current surge in AI capital spending is still a cycle. The current AI boom is being expressed first through a massive infrastructure buildout. Data centers, semiconductors, and networking gear are expanding fast. Related infrastructure, including power and cooling systems,
Business investment has been a key driver of S&P 500 profits and performance over time (chart below). The story has two layers: a long-term structural trend of labor substitution through capital — a process underway for decades — and a sharper cyclical surge driven by AI investment today. Source: WCA, Bloomberg Over the past several decades, business investment in equipment and intellectual property has grown nearly twice as fast as the overall economy. But that long-run trend masks pronounced cycles, and history offers two useful reference points. In the late 1990s, networking capital spending pushed business investment up roughly 14%
29 April 2026 I Chicago, IL The board of directors of W. W. Grainger, Inc. (NYSE: GWW) has declared a regular quarterly dividend of $2.49 per common share, an increase of approximately 10% from the previous quarterly dividend of $2.26. Payment of the dividend is expected in June 2026. For calendar year 2026, this marks the sixteenth dividend increase for the Washington Crossing Advisors Rising Dividend portfolio. All sixteen changes were increases. The simple average dividend increase is 5.31% compared with 2025 levels. Please contact your financial advisor for a complete list of all portfolio holdings that have, in the past 12
Ask most investors what “risk” means and they’ll point to volatility — specifically, standard deviation, the familiar statistical measure of how much a portfolio’s returns fluctuate around their average. For decades, standard deviation has been the default language of investment risk. It appears in fund fact sheets, academic papers, and advisor presentations. It is the backbone of modern portfolio theory. And it is, in important ways, an incomplete picture. Standard deviation treats upside and downside fluctuations as equally “risky.” A month in which your portfolio gains 8% is counted the same as a month in which it loses 8% in the
14 April 2026 I Cincinnati, OH The board of directors of The Procter & Gamble Company (NYSE: PG) has declared a regular quarterly dividend of $1.089 per common share, an increase of approximately 3% from the previous quarterly dividend of $1.057. Payment of the dividend is expected in May 2026. For calendar year 2026, this marks the fifteenth dividend increase for the Washington Crossing Advisors Rising Dividend portfolio. All fifteen changes were increases. The simple average dividend increase is 5.00% compared with 2025 levels. Please contact your financial advisor for a complete list of all portfolio holdings that have, in the past
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