April 27, 2026
Weighing In on Equal Weights
Investors wary of exposure to the largest US stocks have sought novel ways to lessen…
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April 13, 2026
Quarterly Review: Stocks Pull Back from Highs as Markets Are Tested
After a calm start to the year, stocks took a downward turn late in the…
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February 6, 2026
Stop, Drop, and Stay the Course
For many of us, the importance of a fire drill is ingrained starting as early…
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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%,…
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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…
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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…
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September 24, 2025
AI Is Everywhere, Including Your Portfolio
One of the most common investor questions regarding the rise of artificial intelligence (AI) is…
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September 2, 2025
Buyback or Dividend?
Stock buybacks, also known as share repurchases, have been in the news lately after a…
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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…
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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…
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