Rather than searching for those twenty-dollar bills, investors are better served by ensuring proper diversification, managing costs/taxes, and tilting the portfolio to the factors that have been shown…

The stock market has some serious momentum. After ending last year at an all-time high, the S&P 500 has continued to rally and has closed at a new record…

Through the third quarter of 2020, personal income per capita has risen to a record. A combination of stimulus money, increases in…

In an attempt to earn above average-returns, many investors wind up earning below-average returns. Even worse, they must contend with…

WANT TO RECEIVE FINANCIAL MARKET UPDATES STRAIGHT TO YOUR INBOX?FINANCIAL MARKET UPDATE 2.3.2021 AUTHOR: JOSH JENKINS, CFASTORY OF THE WEEK The Frenzy in Meme Stocks Over the past ten days, I have fielded more questions from friends about stocks than I have in the...

The stock market’s 10% average return was much higher than what could have been earned on a risk-free investment. Any investor that hoped to…

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…