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Quarterly Commentary
Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly the point. Diversification isn’t about predicting what will outperform next. It’s about accepting what we don’t – and can’t – know, and positioning portfolios to benefit when fortunes shift, as they inevitably do.
Read moreInvesting in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly...
Read moreQ4 2024 Commentary – The Case for Diversification Remains Strong
Big moves for the S&P 500 are not unusual. Stocks produce long-term averages through a two-step-forward-one-step-back rhythm. Likewise, this decade the S&P 500 has grown 14.5% per year, nearly 100%...
Read moreThe Rising Impact of Inflation on Global Markets in 2024
Risk assessments help businesses avoid pitfalls. It explains how to build a risk-aware culture for growth and stability.
Read moreElections Matter… for Financial Planning
While elections are unreliable signals for investors, they produce actionable information for financial planners. The party in the White House and in power in Congress will influence tax brackets,...
Read moreQ3 2024 Commentary – Does Anyone Remember August?
The S&P 500 fell 8.5% over two weeks in August. Does anyone remember this? Through September 30, the index was up 20.8%, the best start to the year since 1997. August was...
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