Chart of the Month – Mar 2023
Category: Investing » Diversification
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – June 2025
Category: Investing » Diversification
Asset Class Returns – Can We Just Pick the Winners?
Chart of the Month – June 2023
Category: Investing » Diversification
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Chart of the Month – July 2024
Category: Investing » Diversification
International Stocks – Are they necessary?
Chart of the Month – Jan 2023
Category: Investing » Diversification
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – February 2025
Category: Investing » Diversification
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Chart of the Month – Feb 2023
Category: Investing » Diversification
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – December 2023
Category: Investing » Diversification
This year, we have seen a runup in several large names, mostly in the technology space. They have been dubbed the “Magnificent Seven” by financial news publications. Why might this matter to an investor?
An Investment Portfolio Is Like a Good Smoothie
Category: Investing » Diversification
Recently, I rediscovered the benefits of homemade smoothies for breakfast. They are nutritious, natural, easy to make, efficient, and delicious! This morning, I was thinking about how a good investment portfolio is like a good smoothie!
All-Weather Investing: Preparing Your Portfolio for Any Market
Category: Investing » Diversification
Summer travel reminds us that even the best-laid plans can run into unexpected storms. The same is true for investing—your portfolio should be prepared to weather whatever the market forecast brings. Let’s take a look at how to help you stay on course.
A Pie of Different Flavors
Category: Investing » Diversification
10 Mistakes Investors Make Without Advisors
Category: Investing » Diversification
Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.
$1 Trillion!
Category: Investing » Diversification
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
“Sportsified” Diversification
Category: Investing » Diversification
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.
“My Portfolio is Doing Well / Poor Compared to What?”
Category: Investing » Diversification
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
“60% of the Time, It Works Every Time.”
Category: Investing » Diversification
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.