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…
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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…
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February 21, 2025
How Extreme Was Recent Large Growth Outperformance?
US small value stocks underperformed large growth stocks by about 4.5% per year over the…
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February 5, 2025
Tariff Trepidation
One of the focal points following the presidential election is the potential for an increase…
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January 23, 2025
An Investing Plan for This Year: Doing Less Can Lead to More
AEvery January, many of us commit to resolutions like eating healthier or exercising more, but…
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January 8, 2025
Market Review 2024: Stocks Overcome Uncertainty to Notch Another Strong Year
KEY TAKEAWAYS US stocks extended a bull market, with the S&P 500 gaining 25% in…
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December 4, 2024
Election Results Shouldn’t Dictate Your Investments
The US presidential election has concluded, but uncertainty remains about what comes next. For those…
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November 13, 2024
Has the US Market Performed Well Because It’s Business Friendly?
Many US investors question allocating to non-US stocks because the US market has performed so…
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October 25, 2024
The Big Picture When It Comes to Small Caps
Talk of the size premium has skewed negative recently over its performance in the US,…
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October 4, 2024
Quarterly Review: Stock Gains Stay in Focus, but Volatility Moves into the Frame
Key Takeaways The S&P 500 hit record highs, while the tech-heavy Nasdaq lagged the broader…
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