After a relatively strong start to the summer season—with the S&P 500 index rising in June and July—stocks took a breather in August, finishing essentially flat. Small-cap stocks and energy […]
Both the stock and bond markets were kind to investors last month, posting reasonable gains for investors. This was a nice gift since — as we discussed in last month’s […]
As temperatures heat up across the country at this time of year, the pace of life often slows down as we seek to stay cool and savor the long days […]
Stocks have posted pretty solid returns since the surprise election of Donald Trump, with most indices rising in the double digits. The returns have been strong across most equity assets, […]
In managing clients’ assets, one of the most important decisions investment advisors make is choosing what types of investment vehicles to use to grow and protect those assets. While the […]
Stocks continued their post-election bounce, with the S&P 500 index adding another 6% in the first quarter, on top of the strong returns for November and December. There was a […]
Since the election, the U.S. stock market has been dubbed the “Teflon” market, with stocks on a relentless upward march in spite of the ongoing drama coming from the White […]
Those of us who haven’t been living off the grid in Antarctica or dodging media headlines for two months have heard a lot about how the new administration of President […]
Sports are often a great metaphor for life in general. Concepts like teamwork, planning, perseverance, dedication, and focus apply to so much of what we do every day. Sports remind […]