Informed Decisions Drive Better Outcomes

2023 Recap – A Pessimism-Defying Rally

This time last year, pessimism was rampant. Investors had just endured a brutal 2022, inflation was high, and every 2023 forecast referred to a potential,...

End of Year Note + BEW Webinar + Links

At the risk of spiking the football on the one-yard line, 2023 has turned into a great year for investors.

A Positive Note at the End of a Tough Year

Discoveries like these will generate significant benefits in the coming decades. Companies will harness their power and disseminate their value throughout...

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...

2020 Year-End Summary

Second, 2020 should humble investors from drawing direct lines from the news or their lives to stock markets. Most expect the market narrative to match their worldview. Often, this...

2019 Year-End Summary

In many ways, 2019 was a fitting end to the 2010s. Many decade-long themes continued: U.S. and tech stock outperformance, gains amid geopolitical tumult, and...

2018 Year-End Summary

Last year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...

2017 Year-End Summary

In sum, everyone should take a moment to appreciate 2017 and pat themselves on the back. As always, the world offered many causes for concern. You overcame skepticism, remained disciplined, and...

2016 Year-End Summary

"Anyone who isn't confused doesn't really understand the situation." -Edward R. Murrow