Investment

A year like 2022 can test even the most committed long-term investor. With the benefit of 20/20 hindsight, we can all say we saw the market drop coming or that

November 15, 2022

This article speaks to concerns that some investors have due to the performance of both the stock and bond markets in 2022. As noted by

September 30, 2022

You may wonder whether or not John and I recycle paragraphs from old memos when we write to clients every time there’s a stock market

September 30, 2022

A recent paper by Vanguard¹ visually depicts why an increase in interest rates is so important to long-term bond returns and why more recent

August 15, 2022

A rapid rise in inflation roiled the stock and bond markets this year, resulting in the worst first half ever for U.S. corporate investment

May 15, 2022 To long-time clients, let me start by saying: “Here we go again.” To newer clients, I’ll say: “Don’t worry; this is normal.” And to everyone

May 15, 2022 Inflation has been lifting prices lately, and with that comes a barrage of news articles, TV talk show segments, and social media posts about

May 15, 2022 The chart below from Dimensional Funds1 depicts in graphic form how much the S&P 500 Index has gained (or lost) in every year since 1926. While

February 15, 2022

If you’re of a certain age, you may recall the classic TV show, The Odd Couple. The show focused on two friends who became roommates

February 15, 2022

During bull markets, it may appear as if anything an investor buys will go higher. For individual investors, up is up, and they may even be