Declining interest rates are generally a good thing for bond returns. All else being equal, as bond yields go down, their prices go up. Many people are familiar with this relationship, but what about stocks? Can declining interest rates inform our expectations for future stock returns? This question has come into focus for many investors […]
What Do Declining Interest Rates Mean for Stock Returns? Read More »
“Don’t gamble,” Will Rogers said. “Take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don’t go up, don’t buy it.”1 The Psychology Behind Hindsight Bias The psychologist Baruch Fischhoff, who introduced us to hindsight shortcuts and errors, wrote, “In hindsight, people consistently exaggerate
Would You Drive Looking Through the Rear-View Mirror? Read More »
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: AI Is Everywhere, Including Your Portfolio CONTINUE READING
Third Quarter 2025 – Quarterly Market Review Read More »