Investors got a fresh look at one of AI’s most closely watched growth stories in late October, when Anthropic filed for an IPO. The prospectus provided more detail on the scale and growth of the business, while much of the discussion about the company has focused on what it could become. That enthusiasm sits against
For much of the post-financial-crisis era, some investors worried that the world had too much capital and too few productive uses for it. Interest rates hovered near historic lows across developed markets, governments borrowed cheaply, and companies could finance ambitious projects at modest cost. An investment challenge of that era was determining how to invest
The Price of Capital 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: The Future is Unknown, So Plan Accordingly CONTINUE READING
Third Quarter 2026 – Quarterly Market Review Read More »
A lot has changed over the past 15 years. In 2010, the iPad had just been introduced, Facebook was the dominant social media platform (TikTok, who?), and hailing a ride meant standing on a street corner rather than opening the Uber app. Just as our daily lives have evolved since then, so too have financial
The Evolution of Global Markets Read More »
The first time I bought a mortgage, I went into the process with confidence. I study financial decision-making, so I figured I’d be able to easily determine the best option for my family, sign the paperwork and go about my day. Alas, that confidence should have been labeled “misplaced”: I quickly realized I was in
Mortgages: Beyond the Math 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: Still on Track for a Good Year CONTINUE READING
Second Quarter 2026 – Quarterly Market Review Read More »
While recent financial news headlines have given a great deal of attention to the slate of expected U.S. mega-cap IPOs, a few relevant storylines may have slipped under investors’ radar. Despite geopolitical and economic uncertainty in the first five months of 2026, global stock market indexes have quietly posted solid results. The S&P 500® Index
Rocket Fuel: The Potential Impacts of Major Index Changes This June Read More »
I’ll admit it: “Let’s talk about Social Security claiming” isn’t usually my opening line when I meet friends for dinner. And yet, with Peak 65 recently occurring (when more Americans turned 65 every day than in any previous year), it’s never been more important to talk about Social Security claiming, given the enormous implications this
It was another remarkable year for the U.S. stock market in 2025. The S&P 500® Index rose nearly 18% with 46 new all-time highs during the year! While undoubtedly a good outcome, a single return figure fails to capture the full experience of investors. Figure 1 helps fill in the gaps, capturing major headlines from
What Investors Can Learn From 2025 Market Trends 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: Sometimes It Helps to Pay Less Attention CONTINUE READING
Fourth Quarter 2025 – Quarterly Market Review Read More »