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July 29, 2022

Quarterly Market Review – Q2 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…
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July 29, 2022

Expectations vs. Reality in Value Funds

Key Takeways Value stocks have come roaring back, but the resulting performance lift has varied…
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June 24, 2022

Are We Headed For A Recession?

Just two years removed from the last US recession, negative stock returns and aggressive US…
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June 10, 2022

Don’t Let Talk of Market Cycles Take You for a Ride

Key Takeaways Many investors inform their sentiment about markets by looking for cycles in returns.…
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May 26, 2022

Worried About Stocks? Why Long-Term Investing Is Crucial

We are living in a time of extreme uncertainty and the anxiety that comes along…
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May 12, 2022

Surprisingly Benign: How Stocks Respond to Hikes in Fed Funds Rate

On May 4, the US Federal Reserve increased the target federal funds rate1 by 50…
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