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
March 10, 2023
Dimensional Fund Advisors named #1 in Barron’s 2022 Fund Family List
Congratulations to our long-time partner Dimensional Fund Advisors, named by Barron's as No. 1 "Best…
Read More
February 24, 2023
Two Steps Forward, One Step Back for Investors
Consider everything investors have been through in recent years: a global pandemic, rapid inflation, war…
Read More
February 10, 2023
Quarterly Market Review – Q4 2022
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
February 10, 2023
Which Country Will Outperform? Here’s Why It Shouldn’t Matter.
Investment opportunities exist all around the globe, but the randomness of global stock returns makes…
Read More
January 19, 2023
People Have Memories. Markets Don’t.
One of the best things about markets is that they don’t have memories. They don’t…
Read More