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 »
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: Is Gold A Safe Haven? CONTINUE READING
Second Quarter 2025 – Quarterly Market Review Read More »
After a 26% total return from the S&P 500® Index in 2023, few predicted 2024 would deliver another big year of gains for U.S. stocks. But it did. Not only did the S&P 500 post a 25% return for the year, but the index reached 61 new all-time highs. Together, 2023 and 2024 form the
It’s Been a Whale of a Year Read More »
The US presidential election has concluded, but uncertainty remains about what comes next. For those focused on market returns, it can be helpful to look at the historical success of markets across presidencies. It’s important for investors to remember that whether you are optimistic or pessimistic about the future state of the world, you should be
Election Results Shouldn’t Dictate Your Investments Read More »
I often note that the biggest risks in life are not in the stock market. If you want real risk, I say, get married. And if you want more risk, have children. People laugh because the point is obvious. Yet that point is regularly lost when we speak about financial well-being, neglecting life well-being. Financial
Life Well-Being as a Portfolio Read More »
In recent weeks, several Wall Street market strategists have warned of lower expected returns for U.S. stocks over the next decade. Current valuations have been a common basis for these pessimistic views. The difficulty of predicting the absolute level of future stock returns over any period, particularly short periods, is well documented (see Welch and
What Today’s Valuations Are Telling Investors 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: Is It Time to Sell Stocks? CONTINUE READING
First Quarter 2022 – Quarterly Market Review Read More »
Learn How Your Mindset is Directly Related to Your Success “Some luck lies in not getting what you thought you wanted but getting what you have, which once you have it you may be smart enough to see it is what you would have wanted had you known.”-Garrison Keillor Would you like to change your
Enliven Your Optimism to Increase Your Luck in the New Year Read More »
2021 proved to be another strong year, as the S&P 500 Index® returned 28.7%, this and more found in the Arcadia Wealth Management summary of the 2021 Market Report. Despite the many reasons one could have found for stocks to retreat, 2021 proved to be another strong year, as the S&P 500 Index® returned 28.7%.
When it comes to making big financial decisions, understanding how your brain works and thinking with the right brain can protect you from harmful consequences down the road.
Don’t Pick the ‘Right’ Stock – Pick the ‘Right’ (or Left) Brain Read More »