A collection of good planning and investment points we thought worth passing along...
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The latest flavor of New Normal is the Magnificent Seven stocks: Nvidia, Microsoft, Apple, Amazon, Google, Meta, and Tesla. The performance of just seven
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We’re not sure there are any more ways to write that market timing doesn’t work, despite the market timing success of your (feel free to fill in the blank with
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People who trade the stock market frequently aren’t concerned about performance over time. They’re concerned with performance each week, day, or even hour
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Market performance over the past two months may have you assuming the market is headed for a down year. While how the market will finish the year is still
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We often write about the benefits of diversification within a portfolio. Diversification entails building portfolios with multiple asset classes; asset classes
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Many investors think they have sufficient knowledge to time the market despite the overwhelming evidence and compelling story to the contrary…Picking stocks is
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Consider December 2019, when unemployment, interest rates, and inflation were at historically low levels. What would you have done with your portfolio if you
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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
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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