Pat Dorsey, CFA

Pat Dorsey, CFA, chief strategist at The Sanibel Captiva Trust Company, a wealth-management firm with more than $1 billion in assets, Sanibel, Florida. He is former director of equity research at Morningstar, Inc., and author of The Little Book That Builds Wealth and The Five Rules for Successful Stock Investing (both Wiley).


How to Prepare for a Stock Market Pullback

Warning Flags Are Flying Is the stock market exhausted after five years of impressive gains? And if that’s the case,…


The Best and Worst Stocks When Interest Rates Rise

Will rising interest rates in the next few years deflate the stock market? That fear caused the Dow Jones Industrial…