August 4, 2023
Why a Stock Peak Isn’t a Cliff
Many investors may think a market high is a signal stocks are overvalued. However, they…
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July 21, 2023
Quarterly Market Review – Q2 2023
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…
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July 21, 2023
Let the Compounding Commence!
Every year, families and friends celebrate students who are graduating from colleges and universities. Parents…
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July 6, 2023
Midyear Review: Staying Focused as Markets Shift
KEY TAKEAWAYS Stocks rebounded from their worst year since 2008, returning to a bull market…
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June 22, 2023
David Booth in the Financial Times: Why the Wisdom of the Market Crowd Beats AI
Can artificial intelligence help pick stocks? More specifically, can investors use AI to determine the…
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June 11, 2023
From Skynet to ChatGPT: AI and Its Investment Implications
If you were to poll strangers on what comes to mind when they hear the…
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May 26, 2023
Mind over Matter: Perspective for Investors on the US Debt Ceiling
Key Takeways The debt ceiling is the amount of money Congress has authorized the government…
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May 11, 2023
The Stock Market vs. Stocks in the Market
The collapse of First Republic Bank is a harsh reminder that any stock can go…
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April 28, 2023
The Value of Discipline in Value Investing
Value stocks have gone through periods of both extreme over- and underperformance in recent years—a…
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April 13, 2023
Quarterly Market Review – Q1 2023
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…
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