For the fourth consecutive year, growth stocks have outperformed their value counterparts. The degree of outperformance in 2020, however, was on a different level. Small and mid-cap value stocks trailed…

There are decades when nothing happens: and there are weeks where decades happen. As I sit with clients and reflect on the year that was…

Over the last few months, Bitcoin has recaptured the imagination of investors. While risk assets, in general, have had a strong quarter, Bitcoin…

The volume of Initial Public Offerings (IPOs) is within striking distance of a record in 2020. Recently, investors have been willing to open their wallets for any stock offering growth as the global pandemic…

Investor sentiment surveys are powerful tools that provide the ability to gauge the expectations of other investors. Survey results can be noisy…

For many investors, successful investing means outperforming the market each year. This is a monumental challenge because current stock prices represent the aggregate expectation of all participants…

When we advise clients about their investments, we always look at it through a lens of weighing risk & return. Take more risk, and one should expect higher rates of return. We believe that these two factors will…

For months, investors have been fixated on the election, and many feared the result would seriously impair their portfolio. With the S&P 500…