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 roughly 3% difference in annual return is referred to as the ‘Value Premium.’ Investors that wish to increase their expected return…

Here is a brief recap of what was driving the markets during the year and what investors can expect as we enter 2023…

What makes the markets so efficient? And what does it mean for investors? The stock market can be thought of as a massive information…

While economic growth is expected to finish 2022 off on solid footing, expectations for 2023 are not as rosy. Many investors and economists…

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…

The Consumer Price Index (CPI) data surprised the market, with the rate of price increases in October coming in lower than expected…

It has been a very tough start to the year for a handful of extremely popular large-growth companies. Collectively known as FANMAG…

This week’s Financial Market Update provides a summary of the major changes to tax provisions, schedules, and other adjustments…