SP500

Move Over, Tech

Mike Dickson, Ph.D. February 11, 2026

Stock market returns are broadening out Technology stocks’ stranglehold on U.S. markets appears to be

Double-Check Your Diversification

Mike Dickson, Ph.D. November 5, 2025

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

Schwab Network | 2026 SPX to $8K, Benefits from AI Spending Coming

Scott Ladner November 3, 2025

Watch Now

Weekly Market Recap

Zachary Hill, CFA® November 3, 2025

What Happened Last Week Earnings Strength: Strong tech earnings powered the S&P 500 and NASDAQ

Weekly Market Recap

Zachary Hill, CFA® September 15, 2025

What Happened Last Week Oracle’s Blowout Report: A massive increase in its revenue guidance renewed

Protecting Against a September Stock Slump

Mike Dickson, Ph.D. September 4, 2025

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

Can High-Risk Stocks Stay in Gear?

Mike Dickson, Ph.D. July 31, 2025

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

Weekly Market Recap

Zachary Hill, CFA® July 21, 2025

What Happened Last Week Q2 Earnings: Earnings season kicked off with generally strong results, but

A Rapid Recovery

Mike Dickson, Ph.D. July 1, 2025

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

Weekly Market Recap

Zachary Hill, CFA® June 30, 2025

What Happened Last Week All-Time Highs: Investor optimism on trade and the budget bill in

Stocks Bloom In May

Mike Dickson, Ph.D. June 3, 2025

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

Weekly Market Recap | 05/05/2025

Zachary Hill, CFA® May 5, 2025

What Happened Last Week Stocks Rally: The S&P 500 rallied for nine straight days to

A Near-Historic 100 Days For Stocks

Zachary Hill, CFA® May 1, 2025

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

CNBC: Dow drops nearly 700 points, Nasdaq tumbles 3% in tech-driven sell-off: Live updates

Zachary Hill, CFA® April 17, 2025

America’s Tariff Hangover: What the Latest Data Tells Us

Scott Ladner April 11, 2025

Short-Term Market Volatility Market volatility over the past week has been nothing short of historic.

Weekly Market Recap | 04/07/2025

Zachary Hill, CFA® April 7, 2025

What Happened Last Week Tariff Shock: Trump’s huge tariffs—a 10% baseline already in effect and

These Stocks Have Come Alive in ‘25

Mike Dickson, Ph.D. April 4, 2025

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

Take A Breath

Mike Dickson, Ph.D. March 11, 2025

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

Weekly Market Recap | 03/10/2025

Zachary Hill, CFA® March 10, 2025

What Happened Last Week U.S. Sell-Off: Weak investor sentiment drove the S&P 500 to its

Weekly Market Recap | 02/24/2025

Zachary Hill, CFA® February 24, 2025

What Happened Last Week Equity Sentiment Falls: S&P 500 hits new all-time highs but small-caps

Don’t Disdain Diversification

Mike Dickson, Ph.D. January 10, 2025

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

Time to Think Small?

Mike Dickson, Ph.D. December 19, 2024

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

FOX Business: How can Americans invest ‘through the new normal’?

Scott Ladner December 9, 2024

Watch Now

Look Beyond Today’s Stock Market Outperformers

Mike Dickson, Ph.D. December 5, 2024

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

Investors Cheer Strong Corporate Profits

Mike Dickson, Ph.D. November 21, 2024

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

Happy Birthday, Bull!

Mike Dickson, Ph.D. October 17, 2024

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

Which Stocks Have The Power?

Mike Dickson, Ph.D. September 25, 2024

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

Weekly Market Recap | 07/15/24

Zachary Hill, CFA® July 15, 2024

What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest

Weekly Market Recap | 07/08/24

Zachary Hill, CFA® July 8, 2024

What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs

Yahoo Finance: Two Factors to Watch For in Q2 Earnings

Zachary Hill, CFA® July 3, 2024

Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach

Could Stocks Soar in the Second Half of ‘24?

Mike Dickson, Ph.D. July 2, 2024

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

Weekly Market Recap | 07/01/24

Zachary Hill, CFA® July 1, 2024

What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week;

Weekly Market Recap | 6/24/24

Zachary Hill, CFA® June 24, 2024

What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as

The Best – Or the Rest?

Mike Dickson, Ph.D. June 18, 2024

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

Double-Check Your Diversification

Mike Dickson, Ph.D. November 5, 2025

Schwab Network | 2026 SPX to $8K, Benefits from AI Spending Coming

Scott Ladner November 3, 2025

Weekly Market Recap

Zachary Hill, CFA® November 3, 2025

Weekly Market Recap

Zachary Hill, CFA® September 15, 2025

Protecting Against a September Stock Slump

Mike Dickson, Ph.D. September 4, 2025

Can High-Risk Stocks Stay in Gear?

Mike Dickson, Ph.D. July 31, 2025

Weekly Market Recap

Zachary Hill, CFA® July 21, 2025

A Rapid Recovery

Mike Dickson, Ph.D. July 1, 2025

Weekly Market Recap

Zachary Hill, CFA® June 30, 2025

Stocks Bloom In May

Mike Dickson, Ph.D. June 3, 2025

Weekly Market Recap | 05/05/2025

Zachary Hill, CFA® May 5, 2025

A Near-Historic 100 Days For Stocks

Zachary Hill, CFA® May 1, 2025

CNBC: Dow drops nearly 700 points, Nasdaq tumbles 3% in tech-driven sell-off: Live updates

Zachary Hill, CFA® April 17, 2025

America’s Tariff Hangover: What the Latest Data Tells Us

Scott Ladner April 11, 2025

Weekly Market Recap | 04/07/2025

Zachary Hill, CFA® April 7, 2025

These Stocks Have Come Alive in ‘25

Mike Dickson, Ph.D. April 4, 2025

Take A Breath

Mike Dickson, Ph.D. March 11, 2025

Weekly Market Recap | 03/10/2025

Zachary Hill, CFA® March 10, 2025

Weekly Market Recap | 02/24/2025

Zachary Hill, CFA® February 24, 2025

Don’t Disdain Diversification

Mike Dickson, Ph.D. January 10, 2025

Time to Think Small?

Mike Dickson, Ph.D. December 19, 2024

FOX Business: How can Americans invest ‘through the new normal’?

Scott Ladner December 9, 2024

Look Beyond Today’s Stock Market Outperformers

Mike Dickson, Ph.D. December 5, 2024

Investors Cheer Strong Corporate Profits

Mike Dickson, Ph.D. November 21, 2024

Happy Birthday, Bull!

Mike Dickson, Ph.D. October 17, 2024

Which Stocks Have The Power?

Mike Dickson, Ph.D. September 25, 2024

Weekly Market Recap | 07/15/24

Zachary Hill, CFA® July 15, 2024

Weekly Market Recap | 07/08/24

Zachary Hill, CFA® July 8, 2024

Yahoo Finance: Two Factors to Watch For in Q2 Earnings

Zachary Hill, CFA® July 3, 2024

Could Stocks Soar in the Second Half of ‘24?

Mike Dickson, Ph.D. July 2, 2024

Weekly Market Recap | 07/01/24

Zachary Hill, CFA® July 1, 2024

Weekly Market Recap | 6/24/24

Zachary Hill, CFA® June 24, 2024

The Best – Or the Rest?

Mike Dickson, Ph.D. June 18, 2024

Move Over, Tech

Mike Dickson, Ph.D.

Stock market returns are broadening out Technology stocks’ stranglehold on U.S. markets appears to be easing—a welcome development for stockpickers and diversified investors. Soaring shares

Double-Check Your Diversification

Mike Dickson, Ph.D.

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

Schwab Network | 2026 SPX to $8K, Benefits from AI Spending Coming

Scott Ladner

Watch Now

Weekly Market Recap

Zachary Hill, CFA®

What Happened Last Week Earnings Strength: Strong tech earnings powered the S&P 500 and NASDAQ 100 to new all-time highs. Hawkish Fed: The Fed cut

Weekly Market Recap

Zachary Hill, CFA®

What Happened Last Week Oracle’s Blowout Report: A massive increase in its revenue guidance renewed optimism in the AI theme. Inflation As Expected: The inflation

Protecting Against a September Stock Slump

Mike Dickson, Ph.D.

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

Can High-Risk Stocks Stay in Gear?

Mike Dickson, Ph.D.

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 —

Weekly Market Recap

Zachary Hill, CFA®

What Happened Last Week Q2 Earnings: Earnings season kicked off with generally strong results, but the next two weeks are the real test for the

A Rapid Recovery

Mike Dickson, Ph.D.

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

Weekly Market Recap

Zachary Hill, CFA®

What Happened Last Week All-Time Highs: Investor optimism on trade and the budget bill in DC sent the S&P 500 to fresh all-time highs. Oil

Stocks Bloom In May

Mike Dickson, Ph.D.

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

Weekly Market Recap | 05/05/2025

Zachary Hill, CFA®

What Happened Last Week Stocks Rally: The S&P 500 rallied for nine straight days to close above pre-Liberation Day levels. Better Than Feared Data: Payrolls

A Near-Historic 100 Days For Stocks

Zachary Hill, CFA®

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.

CNBC: Dow drops nearly 700 points, Nasdaq tumbles 3% in tech-driven sell-off: Live updates

Zachary Hill, CFA®

America’s Tariff Hangover: What the Latest Data Tells Us

Scott Ladner

Short-Term Market Volatility Market volatility over the past week has been nothing short of historic. The two-day loss in the S&P 500 in the wake

Weekly Market Recap | 04/07/2025

Zachary Hill, CFA®

What Happened Last Week Tariff Shock: Trump’s huge tariffs—a 10% baseline already in effect and the “reciprocal” tranche to be implemented on April 9—threaten a

These Stocks Have Come Alive in ‘25

Mike Dickson, Ph.D.

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

Take A Breath

Mike Dickson, Ph.D.

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

Weekly Market Recap | 03/10/2025

Zachary Hill, CFA®

What Happened Last Week U.S. Sell-Off: Weak investor sentiment drove the S&P 500 to its third weekly decline, while the NASDAQ 100 entered correction territory.

Weekly Market Recap | 02/24/2025

Zachary Hill, CFA®

What Happened Last Week Equity Sentiment Falls: S&P 500 hits new all-time highs but small-caps and retail darlings suffer big losses. International Outperformance: The string

Don’t Disdain Diversification

Mike Dickson, Ph.D.

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%

Time to Think Small?

Mike Dickson, Ph.D.

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

FOX Business: How can Americans invest ‘through the new normal’?

Scott Ladner

Watch Now

Look Beyond Today’s Stock Market Outperformers

Mike Dickson, Ph.D.

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

Investors Cheer Strong Corporate Profits

Mike Dickson, Ph.D.

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

Happy Birthday, Bull!

Mike Dickson, Ph.D.

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.

Which Stocks Have The Power?

Mike Dickson, Ph.D.

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

Weekly Market Recap | 07/15/24

Zachary Hill, CFA®

What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest rates; September rate cut now the base case. Equity Markets

Weekly Market Recap | 07/08/24

Zachary Hill, CFA®

What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs as small-caps and large-cap value decline. Softening Economic Data: Unemployment

Yahoo Finance: Two Factors to Watch For in Q2 Earnings

Zachary Hill, CFA®

Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach Hill, CFA®, provided insights on the S&P 500’s performance and the

Could Stocks Soar in the Second Half of ‘24?

Mike Dickson, Ph.D.

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

Weekly Market Recap | 07/01/24

Zachary Hill, CFA®

What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week; small caps and internationals led U.S. mega-cap technology. U.S. Debate:

Weekly Market Recap | 6/24/24

Zachary Hill, CFA®

What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as small-caps led mega-cap tech; quarter/month-end and specific product rebalancing flows

The Best – Or the Rest?

Mike Dickson, Ph.D.

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