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Topics

Sales—a fundamental driver of corporate strength—are on the rise Stocks’ (mostly) steady march higher since

A historic moment for the S&P 500 calls for investors’ attention Diversification is a core

Treasury yields are takin’ it easy Volatility in the Treasury bond market has fallen to


Strong fundamentals—not investors’ exuberance—are supporting this market The stock market’s recent string of new highs

U.S. households’ strong spending is keeping the economy chugging along Despite recent labor market weakness

Can the small-cap surge continue? Small-cap stocks, represented by the Russell 2000, soared more than

Would-be homebuyers are seeing lower mortgage rates Mortgage rates just dipped to a two-and-a-half year

Another major revision to U.S. employment data The U.S. economy created 911,000 fewer jobs from

Guard against the negative, position for the positive While autumn officially begins in a few

What might partial ownership by the Feds mean? The U.S. government is taking a 10%

The Fed is nearing a crucial decision As Federal Reserve Board Chair Jerome Powell prepares

Investors are cheering second-quarter results Corporate profits continue to impress and reassure investors. Now that

Big surprises that could spell trouble for the economy Employers are increasingly putting their “help

Momentum may be tested this week After bottoming out in early April in response to

Foreign demand for our financial assets remains strong There has been considerable concern lately that

The AI boom is also being driven by some old-school industries Last week, Nvidia—whose processors

Man-made tariffs, then un-man-made, took markets on a wild ride this quarter After plummeting nearly

A rising supply of homes has the potential to bring relief to would-be buyers For

Sentiment finally rises After months of feeling downbeat, consumers’ attitudes are perking up. The University

Powell and co. are likely to sit on their hands for a while Fed watchers

Consider a goals-based investment perspective going into summer The old adage “April showers bring May

The timely importance of taking a differentiated approach to diversification Bonds these days are doing

Read More

Read More

Some assets may have rallied too far, too fast Investors have breathed multiple sighs of

Despite lower levies for now, uncertainty remains On Monday, the U.S. and China announced that

A lengthy run for the S&P 500 These days, the stock market is showing up

Equity investors should look beyond the usual suspects these days This week marks the 100th

Market participants have fled dollar-based assets, leading to dollar weakness The U.S. dollar has experienced

Although uncertainty remains, perpetual market swings may be less frequent While still higher than what

The power of diversification has been on display throughout 2025 Headline after headline this week

History suggests a rebound could be in order The market’s smaller stocks are down—and it


Recent stock market losses are not as bad as they may seem Last week saw

Consumers may be tapping the brakes on their spending The outlook for the U.S. economy

The U.S. has been lagging Europe and China in recent months. It seems “America First”

Uncertainty is spiking, but optimism remains strong. The White House’s sweeping, and sometimes see-sawing, economic

Earnings have been much better than expected thus far among the market’s small companies. Large-company

New import taxes on China, while Mexico and Canada get a reprieve for now. The

What does Nvidia’s historic rout mean for investors? The bad news: AI darling Nvidia lost

Will Trump’s tariffs push the greenback even higher? The U.S. dollar has risen sharply in

Will the U.S. economy’s growth machine keep on humming? Surging bond yields are rattling investors,

Do top-heavy markets eventually spread out? Many investors have experienced extraordinary stock market gains over

Small-cap stocks may offer tactical opportunities. Investors who expect a late-year, post-election rally in small-company

The digital currency seems to have the wind at its back these days. An ongoing

Opportunities outside of the top performers. It’s no secret that a small number of stocks

Positive earnings surprises are back on track. With more than 90% of the companies in


Stocks have had a habit of gaining ground no matter who becomes President. Regardless of

Buyers need lower rates to get back in the game. In anticipation of the Fed’s

Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of

The stock market is two years (and counting) into a bull market. Last Saturday marked

Lowest spreads in nearly three years Want more evidence that the U.S. economy is in

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks

Which sector has been leading the rally so far in 2024? One market sector has

Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the

Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific

Here’s how stocks may perform for the rest of 2024 As the fall harvest season

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about

Best week of 2024 for the S&P 500 After a brief summer slump and a

U.S. company profits continue to impress. Earnings season is in the home stretch, with more

Market volatility spikes—but how much should you worry about it? The first full week of

A growing number of stocks are having their moment in the sun Everybody loves a

Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to

Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon?

Six more months! Six more months! Investors cheered as stocks ended the second quarter last

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures

Are there potential opportunities beyond the handful of big stock market winners? The equity market

Falling bond market volatility could support equity prices. Investors looking for signs of what stocks

Potential homebuyers are hitting the brakes. What could that mean for the future? Would-be homebuyers

Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s

Should investors consider opportunities in global stocks? We believe international stocks could deserve a place

Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is

Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending

It’s a big week for news from corporate America. Earnings season is in full bloom,

Middle East conflicts shouldn’t derail the strong domestic growth story. Rising Middle East tensions caused

Can economic growth tailwinds outweigh higher interest rates? Month-over-month retail sales for March topped economist

Can company profits exceed rising expectations? First quarter 2024 earnings season kicks off this week,

First-quarter returns suggest the market may have more to give. Stocks went out like a

Derivatives can be effective when you know what you’re buying or selling. Covered call option

Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is

Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut

Prices of many services are heating up again. Last week, we learned that the Fed’s

Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and

Is stocks’ extended winning streak “an offer you can’t refuse”? The S&P 500 has now

Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added

The economy and inflation are lining up as investors hoped they would. All eyes were

It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday

“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of

Value and growth index fund investors may be surprised by their returns last year. Investors

How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems

Some crucial context on Americans’ “out of control” debt levels. “Credit Card Debt Crisis” “Credit

Most stocks have been laggards this year, but that could be starting to change. It’s

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog

One active approach to risk management is currently beating the market. Risk management can be

The end of Fed rate hikes suggests good things for equities. The stock market’s surge

Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over

GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could

House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking

It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds

The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts,

Falling interest rate volatility in Treasuries could herald a stock market rally. There are few

Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices

Historically, the 9th month of the year hasn’t been kind to investors. “April is the

There are few signs of the economic struggles predicted at Jackson Hole last year. Attention

Stock investors may want to brace for some bumps in the road. After months of


Other market sectors are showing signs of life. The S&P 500 continued its winning streak

Is the Fed’s battle to contain inflation finally done? The market seems to think so.

The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think

Will six months of returns cause you to forsake global diversification? While it’s true that

Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those

The housing market is the latest economic indicator to light up the charts? One of

Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors

The positive surprises in the labor market just keep on coming. Job creation in the

Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech

Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic

Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s

Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First

Investors seem to be a relatively calm, cool, and collected bunch these days—which may be

Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health

What tools can investors use to fight longevity risk in retirement? Many retirees today probably

There’s tech, and there’s the rest Investors in tech stocks these days are a wildly

Here’s something we have only seen once in 20 years In a true study of

Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about

Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government

Chip stocks have come out swinging to start 2023 In what could be a harbinger

The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength

U.S. stocks have clearly perked up so far this year. But now, two key market

In the wake of a bruising 2022, investors seem to have decided that “risk on”

Expected interest rate volatility has fallen 28 points so far this year The financial markets

Investors eye foreign markets and like what they see. For more than a decade, international

Put “protection” has come up short lately—but there’s a better way. Put options are often

Up is down, and down is up Two key components of the equity market—growth stocks

This year we have seen a first for stocks and bonds. Welcome to uncharted territory.

Everybody can appreciate a smooth ride—and for investors, a journey without too many bumps along

Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve

Could bond investors find the next few months to be “the most wonderful time of

Investors won’t have to dip into their savings to pay for their Thanksgiving feasts this year,

Investors are shifting gears in the wake of good inflation news. Will it last? The

The losers of the past are riding high—while yesterday’s winners appear to be out of

We’re more than halfway through the third-quarter earnings season, and thus far, the S&P 500

The squeeze on homebuyers appears to be getting tighter by the month—which could spell trouble

We all know that last week’s inflation report showed headline inflation continues to surge, with

It’s a game of “catch me if you can” between investors and the Fed these

Tomorrow, the Federal Reserve Board is set to announce its latest decision regarding interest rates.

All eyes were once again on interest rates last week, as the European Central Bank

Demand for new homes is way down. What does that mean for investors? New home

It’s a safe assumption that when Bob Dylan sang “the first one now will later

What a difference a couple of months can make. Since hitting its low point (closing

Is More Volatility Coming Down the Pike? Investors looking for greater clarity about the road

As investors digested both the Fed’s decision to raise interest rates by another 75 basis

The U.S dollar continues its steady march higher, up 14.7% during the past 12 months.

Over the next few weeks, a steady stream of second-quarter earnings reports will reveal how

The S&P 500 hasn’t seen two consecutive quarters of negative returns since the global financial

Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a

Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates

American workers are reliving the past – and that’s a potentially big problem. The reason:

Equity markets sent investors smiling into the Memorial Day weekend, thanks to the biggest weekly

With the Nasdaq plummeting 27.2% and the S&P 500 Growth Index close behind at -26.2%,

Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope. The

































































































































































Categories
Topics

Sales—a fundamental driver of corporate strength—are on the rise Stocks’ (mostly) steady march higher since April has some investors concerned about an overextended market. However,

A historic moment for the S&P 500 calls for investors’ attention Diversification is a core tenet of prudent investing. But thanks to a historic market

Treasury yields are takin’ it easy Volatility in the Treasury bond market has fallen to its lowest level in nearly four years—a potential sign of


Strong fundamentals—not investors’ exuberance—are supporting this market The stock market’s recent string of new highs has investors wondering what comes next. No one knows with

U.S. households’ strong spending is keeping the economy chugging along Despite recent labor market weakness that has captured headlines, numerous signs point to continued economic

Can the small-cap surge continue? Small-cap stocks, represented by the Russell 2000, soared more than 2.5% following the Fed’s decision last week to cut a

Would-be homebuyers are seeing lower mortgage rates Mortgage rates just dipped to a two-and-a-half year low—sparking hope that the slumbering real estate market will get

Another major revision to U.S. employment data The U.S. economy created 911,000 fewer jobs from April 2024 through March 2025 than originally reported, according to

Guard against the negative, position for the positive While autumn officially begins in a few weeks, investors might have a different type of fall on

What might partial ownership by the Feds mean? The U.S. government is taking a 10% ownership stake in semiconductor maker Intel, in a move that

The Fed is nearing a crucial decision As Federal Reserve Board Chair Jerome Powell prepares to speak at the Fed’s annual Wyoming conference late this

Investors are cheering second-quarter results Corporate profits continue to impress and reassure investors. Now that over 90% of S&P 500 companies have reported their second-quarter

Big surprises that could spell trouble for the economy Employers are increasingly putting their “help wanted” signs back into storage. Last week, the nonfarm payrolls

Momentum may be tested this week After bottoming out in early April in response to Trump’s first tariff announcement, the S&P 500 has rebounded —

Foreign demand for our financial assets remains strong There has been considerable concern lately that foreign investors are growing cold on U.S. stocks, bonds, and

The AI boom is also being driven by some old-school industries Last week, Nvidia—whose processors are a key driver of the AI wave—became the world’s

Man-made tariffs, then un-man-made, took markets on a wild ride this quarter After plummeting nearly 19% on tariff fears, the S&P 500 staged a truly

A rising supply of homes has the potential to bring relief to would-be buyers For years, Americans have lamented that rising housing prices and elevated

Sentiment finally rises After months of feeling downbeat, consumers’ attitudes are perking up. The University of Michigan Consumer Sentiment index (one of the oldest gauges

Powell and co. are likely to sit on their hands for a while Fed watchers may want to consider taking the summer off this year.

Consider a goals-based investment perspective going into summer The old adage “April showers bring May flowers” proved true on Wall Street this year. After falling

The timely importance of taking a differentiated approach to diversification Bonds these days are doing little to shore up investors’ bottom lines. In our opinion,

Read More

Read More

Some assets may have rallied too far, too fast Investors have breathed multiple sighs of relief in recent weeks as the Trump administration has dialed

Despite lower levies for now, uncertainty remains On Monday, the U.S. and China announced that they will temporarily suspend the high import tariffs they imposed

A lengthy run for the S&P 500 These days, the stock market is showing up on both the “best of” and “worst of” lists. For

Equity investors should look beyond the usual suspects these days This week marks the 100th day of President Trump’s current term in the White House.

Market participants have fled dollar-based assets, leading to dollar weakness The U.S. dollar has experienced a sharp decline this year through April 17, falling 9.8%

Although uncertainty remains, perpetual market swings may be less frequent While still higher than what Wall Street would prefer, market volatility has trended lower this

The power of diversification has been on display throughout 2025 Headline after headline this week highlighted that stocks posted their worst quarterly return since 2022—with

History suggests a rebound could be in order The market’s smaller stocks are down—and it may be time to pick some up. While the S&P


Recent stock market losses are not as bad as they may seem Last week saw the S&P 500 have its worst week since September. The

Consumers may be tapping the brakes on their spending The outlook for the U.S. economy took a hit recently—and investors will be watching carefully to

The U.S. has been lagging Europe and China in recent months. It seems “America First” doesn’t apply to the financial markets these days, as several

Uncertainty is spiking, but optimism remains strong. The White House’s sweeping, and sometimes see-sawing, economic policy announcements on tariffs and other issues have a growing

Earnings have been much better than expected thus far among the market’s small companies. Large-company stocks have outpaced their small-cap peers since the start of

New import taxes on China, while Mexico and Canada get a reprieve for now. The trade war has started—albeit with a smaller opening shot than

What does Nvidia’s historic rout mean for investors? The bad news: AI darling Nvidia lost $593 billion in market capitalization on Monday—the single-greatest one-day plunge

Will Trump’s tariffs push the greenback even higher? The U.S. dollar has risen sharply in value versus other world currencies in the past few months,

Will the U.S. economy’s growth machine keep on humming? Surging bond yields are rattling investors, fueling concerns that stocks may face turbulence ahead, driven by

Do top-heavy markets eventually spread out? Many investors have experienced extraordinary stock market gains over the past two years, with the S&P 500 up 26.3%

Small-cap stocks may offer tactical opportunities. Investors who expect a late-year, post-election rally in small-company stocks may need to be patient. Historically, December has been

The digital currency seems to have the wind at its back these days. An ongoing post-election surge drove Bitcoin’s price above $100,000 for the first

Opportunities outside of the top performers. It’s no secret that a small number of stocks in the S&P 500 have been largely responsible for the

Positive earnings surprises are back on track. With more than 90% of the companies in the S&P 500 index reporting their earnings results, we now


Stocks have had a habit of gaining ground no matter who becomes President. Regardless of which candidate emerges victorious, historically, investors have generally come out

Buyers need lower rates to get back in the game. In anticipation of the Fed’s rate cut last month, more would-be homebuyers applied for mortgages.

Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of the last snapshots of the economy’s health before election day—and

The stock market is two years (and counting) into a bull market. Last Saturday marked the second anniversary of the current bull market for stocks.

Lowest spreads in nearly three years Want more evidence that the U.S. economy is in good shape? Just take a look at the junk bond

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks broke out of their doldrums last week following the announcement

Which sector has been leading the rally so far in 2024? One market sector has outperformed all others so far this year—and it’s probably not

Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the Federal Reserve Board’s near-certain decision to cut the federal funds

Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific Coast Highway or North Carolina and Tennessee’s Tail of the

Here’s how stocks may perform for the rest of 2024 As the fall harvest season begins, it’s a time of reaping the rewards of hard

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about everything investors wanted to hear during his Jackson Hole, Wyoming

Best week of 2024 for the S&P 500 After a brief summer slump and a short-lived overreaction, stocks enjoyed their best week since November, up

U.S. company profits continue to impress. Earnings season is in the home stretch, with more than 90% of the companies in the S&P 500 index

Market volatility spikes—but how much should you worry about it? The first full week of August started with a bang: The S&P 500 dropped 3%

A growing number of stocks are having their moment in the sun Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in

Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point:

Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon? Those long-sought-after Fed rate cuts are looking more plausible, thanks

Six more months! Six more months! Investors cheered as stocks ended the second quarter last Friday up 4.3%. . . and 15.3% for the first

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures continue to sweep across much of the country, equity investors

Are there potential opportunities beyond the handful of big stock market winners? The equity market has spent the better part of 2024 notching a series

Falling bond market volatility could support equity prices. Investors looking for signs of what stocks may do next often turn to the bond market for

Potential homebuyers are hitting the brakes. What could that mean for the future? Would-be homebuyers are increasingly deciding to stay put —which could help further

Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s world and we’re just living in it? At least, that’s

Should investors consider opportunities in global stocks? We believe international stocks could deserve a place in many investors’ portfolios because they can potentially add diversification

Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is a question that seems to be on more investors’ minds

Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending power: Consider sticking with stocks. One of our core beliefs

It’s a big week for news from corporate America. Earnings season is in full bloom, with roughly half of the companies in the S&P 500

Middle East conflicts shouldn’t derail the strong domestic growth story. Rising Middle East tensions caused oil prices to briefly spike last week before reversing course

Can economic growth tailwinds outweigh higher interest rates? Month-over-month retail sales for March topped economist expectations at 0.7%, with February figures revised higher to 0.9%

Can company profits exceed rising expectations? First quarter 2024 earnings season kicks off this week, on the heels of reports showing both a robust jobs

First-quarter returns suggest the market may have more to give. Stocks went out like a lion in March, with the S&P 500 hitting its 22nd

Derivatives can be effective when you know what you’re buying or selling. Covered call option strategies can be an innovative and potentially impactful way to

Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is once again flirting with its recent lows. That could be

Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut are moving into high-yield corporate bonds thesedays, a show of

Prices of many services are heating up again. Last week, we learned that the Fed’s preferred inflation gauge—the core personal consumption expenditures(PCE) price index—rose by

Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and domestic tech stocks in particular—capturing the headlines these days, it’s

Is stocks’ extended winning streak “an offer you can’t refuse”? The S&P 500 has now closed higher for 14 out of the last 15 weeks.

Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added 353,000 new jobs in January, nearly double the expected amount—had

The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first

It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday as the S&P 500 notched its first record-high close in

“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of late has investors (and the Fed) cheering, it may be

Value and growth index fund investors may be surprised by their returns last year. Investors commonly own both value and growth stocks to diversify their

How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems to be. Many investors this year have been hungrily eyeing

Some crucial context on Americans’ “out of control” debt levels. “Credit Card Debt Crisis” “Credit Card Debt Hits New Record” “Americans Are Drowning in Credit-Card

Most stocks have been laggards this year, but that could be starting to change. It’s no secret that a minute group of tech stocks has

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears

One active approach to risk management is currently beating the market. Risk management can be an important component of goals-based planning. Used well, it has

The end of Fed rate hikes suggests good things for equities. The stock market’s surge last week—U.S. and global equities soared nearly 6%—may be the

Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over roughly the past three years, with most corners of the

GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could be a monster. True, it’ll be a few weeks before

House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking at an average monthly mortgage payment just shy of $2,900.

It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds are on track for a third consecutive calendar year of

The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts, rallying for the past ten weeks (see the chart). That’s

Falling interest rate volatility in Treasuries could herald a stock market rally. There are few things that make investors happier than having clarity about where

Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices hitting their highest point in 10 months following news that

Historically, the 9th month of the year hasn’t been kind to investors. “April is the cruelest month,” wrote poet T.S. Eliot—who, we assume, didn’t own

There are few signs of the economic struggles predicted at Jackson Hole last year. Attention will be focused on Wyoming this week, where the 46th

Stock investors may want to brace for some bumps in the road. After months of gains and low volatility from stocks, emerging signs show that


Other market sectors are showing signs of life. The S&P 500 continued its winning streak in July and is up more than 20% in 2023.

Is the Fed’s battle to contain inflation finally done? The market seems to think so. Recent comments from multiple Wall Street firms and economists suggest

The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think the S&P 500’s low volatility these days means all is

Will six months of returns cause you to forsake global diversification? While it’s true that “the market” is up for the year, it’s really a

Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those Stephen Sondheim lyrics pretty much summarize the sentiment among a

The housing market is the latest economic indicator to light up the charts? One of the key leading indicators of future economic activity—construction of new

Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors cheered last week as the S&P 500 broke free of

The positive surprises in the labor market just keep on coming. Job creation in the U.S. continues to defy expectations. Case in point: last week’s

Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech companies often need ongoing access to lots of capital to

Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic approach to portfolio management can provide investors the potential to

Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s common for one superhero to be bigger than an entire

Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First Republic. PacWest. Comerica. The list of regional banks that have

Investors seem to be a relatively calm, cool, and collected bunch these days—which may be a harbinger of stock market strength in the coming months.

Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health have dominated many investors’ thoughts for weeks. But as we

What tools can investors use to fight longevity risk in retirement? Many retirees today probably remember the 1976 disco hit “Right Back Where We Started

There’s tech, and there’s the rest Investors in tech stocks these days are a wildly happy bunch. Everybody else? Not so much. The gap between

Here’s something we have only seen once in 20 years In a true study of contrasts, the tech-heavy Nasdaq 100 index has soared 6.3% during

Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about the health of the U.S. banking system and economy have

Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government bonds has pushed yields to their lowest levels in months—and created

Chip stocks have come out swinging to start 2023 In what could be a harbinger of things to come for the markets, semiconductor stocks are

The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength in the real estate market this week is the latest

U.S. stocks have clearly perked up so far this year. But now, two key market metrics show a heightened level of risk in domestic equities

In the wake of a bruising 2022, investors seem to have decided that “risk on” is where it’s at this year. Case in point: High-beta

Expected interest rate volatility has fallen 28 points so far this year The financial markets are predicting less volatility in interest rates during the coming

Investors eye foreign markets and like what they see. For more than a decade, international stocks have lost performance race after performance race to the

Put “protection” has come up short lately—but there’s a better way. Put options are often a go-to risk management strategy among investors seeking protection against

Up is down, and down is up Two key components of the equity market—growth stocks and value stocks—are looking significantly different as 2023 gets underway,

This year we have seen a first for stocks and bonds. Welcome to uncharted territory. As we head to the finish line, stocks are down

Everybody can appreciate a smooth ride—and for investors, a journey without too many bumps along the way can potentially result in more wealth. One

Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve Board was ready to pivot and end—or considerably scale back—its

Could bond investors find the next few months to be “the most wonderful time of the year?” High-yield (or “junk”) bonds—along with the rest of

Investors won’t have to dip into their savings to pay for their Thanksgiving feasts this year, but they may choke on their pumpkin pie when they

Investors are shifting gears in the wake of good inflation news. Will it last? The tide is turning—maybe. Following last week’s news of lower-than-expected inflation,

The losers of the past are riding high—while yesterday’s winners appear to be out of gas. To sail to your destination, you need to put

We’re more than halfway through the third-quarter earnings season, and thus far, the S&P 500 overall is reporting its worst year-over-year earnings growth since the third

The squeeze on homebuyers appears to be getting tighter by the month—which could spell trouble for multiple sectors of the economy in the future. Today,

We all know that last week’s inflation report showed headline inflation continues to surge, with the consumer price index (CPI) accelerating by 8.2% in September

It’s a game of “catch me if you can” between investors and the Fed these days. For the most part, the Fed’s recent series of

Tomorrow, the Federal Reserve Board is set to announce its latest decision regarding interest rates. Will it be yet another 75-basis point increase, as many

All eyes were once again on interest rates last week, as the European Central Bank (ECB)—the eurozone’s equivalent of the Federal Reserve Board–raised interest rates

Demand for new homes is way down. What does that mean for investors? New home sales plunged in July, falling nearly 13% to a seasonally-adjusted

It’s a safe assumption that when Bob Dylan sang “the first one now will later be last,” he didn’t have financial markets in mind. And

What a difference a couple of months can make. Since hitting its low point (closing price) for the year on June 16, the S&P 500

Is More Volatility Coming Down the Pike? Investors looking for greater clarity about the road ahead for equities—and a break from market volatility—probably shouldn’t hold

As investors digested both the Fed’s decision to raise interest rates by another 75 basis points and the news that U.S. economic growth declined in

The U.S dollar continues its steady march higher, up 14.7% during the past 12 months. That sharp rise, coupled with the euro’s ongoing slide, created

Over the next few weeks, a steady stream of second-quarter earnings reports will reveal how companies have navigated historically high inflation, continued supply chain challenges,

The S&P 500 hasn’t seen two consecutive quarters of negative returns since the global financial crisis—until now, that is. The index’s -16.1% return during the

Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a recession—up from just 18% in January. The newspaper noted that

Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates at their fastest pace on record—and potentially putting the squeeze

American workers are reliving the past – and that’s a potentially big problem. The reason: Real wages adjusted for inflation have recently declined, in some

Equity markets sent investors smiling into the Memorial Day weekend, thanks to the biggest weekly gains for the S&P 500 (+6.6%) and the Dow Jones

With the Nasdaq plummeting 27.2% and the S&P 500 Growth Index close behind at -26.2%, growth stock investors have taken it on the chin this

Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope. The classic portfolio of 60 percent equities and 40 percent fixed-income—the