Category: Stock Market

Openfolio, a company dedicated to providing information and transparency to investors, recently released some data about how investors performed in 2016. Openfolio aggregates the performance

It doesn’t happen with our clients too frequently, but during periods of market volatility (like we just experienced this past fall and winter) I am

Volatile markets are generally viewed as a prime opportunity for active managers to shine and demonstrate their stock-picking and market-timing skills and prowess. Equity markets

One of the greatest spectacles in American sports is the NCAA basketball tournament that commences in March and crowns a champion in early April. The

It is safe to say that we have all benefited from well-functioning capital markets throughout our lifetime. Efficient capital markets have produced technological and medical

Dimensional Fund Advisors (DFA), the mutual fund complex we place most of our clients’ assets with, employs quite a variety of professionals on its staff.

Having the knowledge and foresight to understand that it “isn’t different this time,” and that we have experienced these conditions before may help you keep the discipline long enough to “wait until tomorrow” for market conditions to change.

Anticipating market volatility ahead of a potential Federal Government shutdown over the debt ceiling debate and an expected announcement that the Federal Reserve will begin

Almost four years to the day (March 9, 2009) when it reached its low point during the 2007-2009 bear market, the Dow Jones Industrial Average