Clarity Today, Security Tomorrow, Prosperity for Generations

What Recessions Don’t Mean for Markets

While it’s been forty years, we have seen this movie before. No one knows whether we are in the early, middle, or late innings of this inflation story....

Five Ways for Executives to Save Beyond a 401(k)

401(k) plans may not be enough for executives to maintain their lifestyle in retirement. Here are five ways you can save beyond your 401(k).

Pessimism and the Paradox of Investing

The paradox and opportunity of investing is that the best times to invest are when people feel the worst. As counter intuitive as it may seem, this may be...

BEW Webinar with DFA’s Apollo Lupescu, PhD

Apollo is matchless at weaving together data, anecdotes, and behavioral biases to educate investors on how to make sound, evidence-based decisions. His...

Apple, Snapchat, and the Long-Term Case for Stocks

Discussions about investing often overlook the obvious fact that stocks are businesses. Although we invest in mutual funds and ETFs (baskets of stocks),...

The Bear Market and Future Returns

Crashes always feel like opportunities in retrospect and like risks in the present. Because the day-to-day...

Tech Stocks vs. the Fed

With low rates, investors prefer stories about the future over earnings today. When rates rise, investors begin to prefer earnings today over stories about...

Investing in Bonds

It was the worst three month stretch for bonds since 1980. The Bloomberg Barclays Aggregate bond index fell 6%. The index yields about 2.5%, meaning it lost...

Replay: Webinar with Former U.S. Ambassador to Germany

We enjoyed a fascinating conversation with John Emerson, Vice Chairman of Capital Group and former U.S. Ambassador to Germany. Here are some...

Replay: Webinar with Tony Coniaris of Oakmark Funds

We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who...

2021 Year-End Summary

Lesser challenges have derailed past bull markets. And yet, we’re thirteen years into the post-Great Recession uptrend. All but three of those years have...

BEW Webinar with David Polak of Capital Group

David then unpacked how 2021 has affected his views on China (made him more wary), taking us through how the government approaches which sectors to support and which to regulate. He...