Our insights
The right decision is an informed decision. Unlock the clarity and confidence you need to make impactful choices with our expert insights and actionable strategies.
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 moreA 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...
Read moreExecutives need to make key decisions during deferred compensation enrollment periods. Here are tips to help you decide whether to participate and how much...
Read moreWhat 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....
Read moreFive 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).
Read morePessimism 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...
Read moreBEW 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...
Read moreApple, 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),...
Read moreThe Bear Market and Future Returns
Crashes always feel like opportunities in retrospect and like risks in the present. Because the day-to-day...
Read moreReplay: 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...
Read more
