What a strong quarter to start the year! For U.S. large cap stocks (represented by the S&P 500), the first quarter o…
Investments
Finding the Missing Bullet Holes
During World War II, the Navy realized it was losing a lot of aircraft and could better armor its planes to increase the…
Market Sound Bite: Behind the Scenes in a Banner Month for Stocks
After a rough December, we have seen a very strong showing in the stock market at the beginning of 2019. U.S. stocks sur…
Three Risk Management Rules Affluent and Retired Investors Overlook
Over the course of their career, retired and affluent investors have worked hard to build a viable nest egg. And in many…
Reflecting on Recent Market Volatility: Why Discipline Is Still Your Best Defense
We experienced another rough patch in the market last week. A trade truce with China appeared to be a welcome developmen…
Market Sound Bite: Market Volatility Is Up… Again
Monday was a challenging day for the markets, as we saw sharp declines of 2% in U.S. large-cap stocks. The rout was fuel…
The Rearview Mirror Fails in Constructing Portfolios
But Diversification Saves the Day It is often said that investors like to drive by looking in the rearview mirror. This …
The Consistency of Stock Market Returns: Why Market Corrections Are a Feature, Not a Bug
Many investors and the financial media appear to believe the stock market exists to deliver reliable returns year after …
Market Sound Bite: Truth Is Stranger Than Fiction
These past few weeks have played out like a geopolitical reality TV drama. First, we called off the Iran nuclear deal, t…
5 Investment Principles You Need to Know in One Chart
I like charts — it’s fascinating how a quick illustration can help people explain and understand complicated concepts in…