In August 2018, Apple Inc made history when it became the first company to be valued at $1 trillion. Fast forward to yesterday’s close (7/6/2020), and the company is now worth more than $1.6 trillion. In just two years, it added $600 billion…

As we get ready to roll into July, it’s hard to believe we are already at the midpoint of 2020. It has been a tale of two quarters so far this year, as one of history’s most vicious selloffs stopped on a dime and transitioned into a record-setting…

Each year an analysis on expenses charged by the fund industry is published by the investment research firm, Morningstar. The most recent version of this report…

The market hit a small milestone last Monday (6/8) when the S&P 500 moved back into positive territory for 2020. Time spent in the green was short-lived, however…

The rally that began in late March remains in full force, with pockets of the stock market returning to positive territory for the year. Over the past few months…

Back in 1997, the markets were roaring. The Dow Jones industrial average was completing its third straight year of 20-percent-plus returns, essentially…

The pain in the energy market has been garnering headlines all year, but yesterday it did so in truly unprecedented fashion…

Significant attention was paid to the stock market during the first quarter of 2020, and for obvious reason. By most measures, the speed…

After nearly six weeks of relentless declines, the stock market appears to have found a bit of relief. The S&P 500 hit its lowest level on…

Like many of us, you may feel a bit disoriented, fearful, and anxious. Not only has your life been dramatically altered in the past few weeks…

A critical concept investors must understand is that markets are forward looking. This means prices reflect the aggregate of all future…

Over the course of the last week the market has experienced extreme volatility. The last three days alone have seen the largest one-day drop since 1987, the largest one-day gain since October 2008…

To say the stock market had a rough start to the week would be an understatement. Newsflow related to the coronavirus continued to deteriorate over the weekend, and Saudi Arabia’s recent decision…

After a string of seven consecutive down days, patient investors finally found some relief yesterday (3/2/20). The S&P 500 gained 4.6%, the largest single day rally since the volatile fourth quarter of 2018, recouping…

First off, I am not a doctor so I am not going to try and discuss viral transmission rates, virology, mortality rates, or try to put COVID-19 into any analogy to make us feel better or worse. Perhaps it’s also true…

The S&P 500 has recently declined roughly 4.7% since registering an all-time high last week (Wednesday). The majority of this fall came yesterday (Monday) with the index falling 3.35%…

The U.S. dollar has been appreciating relative to other currencies, and it is nearing the highest levels since 2017. Currency movements have both direct and indirect impacts on investors…

It has been a rough start to the year for oil, which has entered a bear market after falling over 20% from its early January peak. The market narrative explaining this weakness…

2019 was an excellent year for the stock market with many major indices reaching all-time highs. Whether investors can expect such strong performance to persist depends on why returns were so strong…

Coverage of the Coronavirus outbreak has been dominating headlines over the last few days, and the market seems to have taken notice. For the past several months the S&P 500 has steadily…

By all accounts, 2019 was an excellent year for investors. Unless you hid your cash in your mattress, you likely earned a positive return on investment. Even if you hid your cash, you still didn’t lose money…