$1 Trillion!
Good News About Portfolio Costs from DFA
A Pie of Different Flavors
Beyond Traditional Investments
Stock Markets Are Positive This Year?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
What This Year Reminds Us About Fixed Income
This year has reminded us of the many important roles that fixed income can play in portfolios.
How to Construct a Good Investment Policy Statement
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
Chart of the Month – Dec 2022
Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.
Chart of the Month – Feb 2023
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – Mar 2023
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – Aug 2023
Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.
Chart of the Month – Mar 2022
Are you feeling the pain at the pump? What is driving oil prices higher?
Chart of the Month – Oct 2022
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
Chart of the Month – December 2023
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?
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.