The ETF Revolution Turns 30 + Financial Market Update + 1.24.23
Like a traditional mutual fund, ETFs allow investors to buy a diversified basket of stocks and/or bonds via a single ticker. ETFs have…
The Return of the Value Premium + Financial Market Update 1.18.2022
The roughly 3% difference in annual return is referred to as the ‘Value Premium.’ Investors that wish to increase their expected return…
2022 Year in Review + Financial Market Update + 12.27.22
Here is a brief recap of what was driving the markets during the year and what investors can expect as we enter 2023…
What Market Efficiency Means for Investors + Financial Market Update + 12.20.22
What makes the markets so efficient? And what does it mean for investors? The stock market can be thought of as a massive information…
Markets Are Forward Looking + Financial Market Update + 12.6.22
While economic growth is expected to finish 2022 off on solid footing, expectations for 2023 are not as rosy. Many investors and economists…
3 Reasons the 60-40 Portfolio Isn’t Dead + Financial Market Update + 11.29.22
The classic 60-40 portfolio, which represents an asset allocation with 60% invested in stocks and 40% in bonds, is having one of its worst…
What the Positive CPI Report Means for Investors + Financial market Update + 11.15.22
The Consumer Price Index (CPI) data surprised the market, with the rate of price increases in October coming in lower than expected…
The FANMAGs Crash Back to Earth + Financial Market Update + 11.1.22
It has been a very tough start to the year for a handful of extremely popular large-growth companies. Collectively known as FANMAG…
Important Tax Changes and Cost of Living Adjustments for 2023 + Financial Market Update + 10.25.22
This week’s Financial Market Update provides a summary of the major changes to tax provisions, schedules, and other adjustments…
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