July 21, 2023
Let the Compounding Commence!
Every year, families and friends celebrate students who are graduating from colleges and universities. Parents…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
April 13, 2023
Hoop Dreaming Is Fun in March. Investing Realities Apply across a Lifetime
Every year at this time, the NCAA men’s basketball tournament thrills fans and creates so…
Read More
March 26, 2023
When Headlines Worry You, Bank on Investment Principles
On Friday, March 10, regulators took control of Silicon Valley Bank as a run on…
Read More