Blog
Q1 2025 Market Review
In a reversal of a trend in recent years, more investors sought opportunities outside of the US and moved to International Equities in the first quarter of
Category: Stock Market
Blog
Markets Look Forward. Investors Should Too.
Recent tariff announcements and activities have sent shockwaves through global investment markets, unnerving many investors and prompting sharp selloffs in equity markets around the world. Volatility, as measured
Elections
Republicans Or Democrats? Who Is Better For The Stock Market?
The eyes of the nation are focused on November 5th, 2024, as another Presidential Election draws near. Between now and election day, you are likely
Blog
What Does the Federal Reserve’s Rate Cut Mean for You?
On September 18th the Federal Reserve lowered its overnight borrowing rate by 0.50% signaling that the Fed believes that inflation is moderating, and the labor
Active Management
Active Managers Fail Again
The narrative for fund managers has been that 2024 is a stock-picker’s market. The traditional school of thought has been that active managers should excel
Investment Returns
First Quarter Investment Review
Despite many mixed signals about the health of the economy, the first quarter of 2023 generally saw some positive developments for both domestic and global
Investment Returns
What Can We Learn About Investing from March Madness?
Every year in mid-March millions of Americans flock to their televisions to watch dozens of games in the NCAA men’s basketball tournament. March Madness is
Investment Returns
2022: The Year in Review
From the onset, 2022 was a very challenging year for investors and financial markets alike. As global economies shrugged off the malaise of the coronavirus
Stock Market
2022: Weathering the Financial Storm
We are only halfway through 2022, but most Americans have had enough bad economic and investment news to last several years. How bad were the