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…

When thinking about market timing, the army of Robinhood day-traders is generally what comes to my mind first. There are, however, other more subtle ways one can engage in the practice. The temptation to time…

This week marks the 33rd anniversary of Black Monday, one of the most infamous trading days in market history. On October 19, 1987, the S&P 500 lost…

The third quarter was strong for the markets with most major asset classes delivering positive returns. High growth stocks did particularly well, as the…

After experiencing the largest decline of activity since the Great Depression, the economy appears to have recovered some lost ground. Leading into the last days of the third quarter, economists have been projecting…

With the first Presidential debate one week away, the focus on the election is likely to intensify. Many investors are concerned about the potential impact on their portfolio, and the financial media knows exactly how…

After a blistering summer rally, the high-flying growth stocks of the Nasdaq 100 hit a wall in early September. In just three trading days, the index saw its value drop by more than 10%, exceeding a threshold…