January 15, 2026
Market Review 2025: US Stocks Ride Rocky Road to a Third Straight Year of Gains
KEY TAKEAWAYS US stocks continued climbing in 2025, with the S&P 500 gaining almost 18%,…
Read More
December 10, 2025
Small Caps Have Done Better Than You Think
One of the most common questions I hear is, “What’s wrong with small caps?” This…
Read More
October 24, 2025
Stocks Can Still Go Up When the Government Shuts Down
The US government shut down after Congress was unable to reach a funding agreement. This…
Read More
September 24, 2025
AI Is Everywhere, Including Your Portfolio
One of the most common investor questions regarding the rise of artificial intelligence (AI) is…
Read More
September 2, 2025
Buyback or Dividend?
Stock buybacks, also known as share repurchases, have been in the news lately after a…
Read More
August 9, 2025
When Markets Get Choppy: Insights from a Volatile Ride
If you went to sleep on April Fools’ Day and checked your investment portfolio a…
Read More
July 8, 2025
Midyear Review: Stocks’ Climb Is Challenged During Volatile First Half
KEY TAKEAWAYS The S&P 500 recouped earlier losses and was slightly higher near the year’s…
Read More
May 21, 2025
Recession and Markets
Against the backdrop of heightened political uncertainty, potential trade wars, and lower consumer sentiment, investors…
Read More
April 3, 2025
Quarterly Review: After a Promising Start to the Year, Market Gains Fade
KEY TAKEAWAYS After hitting record highs early in the year, the S&P 500 ended the…
Read More
March 20, 2025
Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs
Investing, like a roller coaster, has its ups and downs. One minute you’re climbing higher…
Read More