September 1, 2023
Stock Gains Can Add Up after Big Declines
Sudden market downturns can be unsettling. But historically, US equity returns following sharp declines have,…
Read More
August 18, 2023
Real-Time Ratings Are More Dynamic than Fitch’s
KEY TAKEAWAYS US debt markets seemed to barely react when Fitch downgraded US government debt.…
Read More
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…
Read More
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…
Read More
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