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while opinions on the U.S. bond market make headlines, we share a few facts that may help long-term bond investors

Three Things Investors Should Know About Today’s Bond Market

In a volatile year for U.S. stocks, the overall U.S. bond market has maintained a positive year-to-date total return throughout 2025. For investors allocating to balanced portfolios of both asset classes, bonds are likely to have played a useful role, sometimes helping offset periods of disappointing stock returns and reducing total portfolio volatility. However, this […]

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While the merits of global diversification have always been strong, recent events provide new considerations that point back to the potential risk management benefits of spreading our portfolios across the broader opportunity set.

Deglobalization, Currency Movements & the Case for Global Diversification

Blog / Arcadia Wealth Management

A recent study from Morningstar’s Jeff Ptak estimates that the average U.S. fund investor held about 82% of their equity portfolios in U.S. stocks as of late 2024.1 Although the U.S. market has undoubtedly grown relative to non-U.S. stocks over the last 15 to 20 years (as shown in Figure 1), 82% is still far

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First Quarter 2025 – Quarterly Market Review

Quarterly Market Review / Arcadia Wealth Management

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: Tariff Target Markers CONTINUE READING

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Warren Buffett’s investment wisdom on stocks, dividends, and why price matters in building long-term wealth.

Lessons From the Oracle

Blog / Arcadia Wealth Management

Many consider Warren Buffett to be the most famous value investor the world has ever known. This can be debated, but with an investment career that spans nearly seven decades, he has undeniably learned a thing or two about markets. How else would you get a nickname like the Oracle of Omaha? An enduring and

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Heavy Weights: The Real Story Behind Current Market Concentration

Blog / Arcadia Wealth Management

Two years ago, the concentration of the U.S. stock market in its largest companies looked high compared to recent history. Today, some might say market concentration appears really high. At the end of 2024, the 10 largest companies in the S&P 500® Index made up 37.3% of the index by market capitalization. This means that

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Fourth Quarter 2024 – Quarterly Market Review

Quarterly Market Review / Arcadia Wealth Management

Fourth Quarter 2024 – Quarterly Market Review Read More »

we examine 2020 market forecasters' report card has measured up against reality.

2024 Market Forecasters’ Report Card

Blog / Arcadia Wealth Management

Have you ever written down, at the start of a year, predictions for what will happen in the year ahead? For investors, taking note of your beliefs about the market or economy and then coming back later to inspect can be a good exercise in understanding the difficulties of forecasting. It’s a lesson we can

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Third Quarter 2024 – Quarterly Market Review

Quarterly Market Review / Arcadia Wealth Management

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The Japanese market fell hard on August 5. Volatility and investor anxiety quickly spread through global markets. What followed was a prime example of why, in the face uncertainty, investors who keep their focus on the long term are often rewarded.

Not So Fast! Lessons From a Short-Term Panic Event

Blog / Arcadia Wealth Management

Key Takeaways Japanese stocks experienced a historic single-day decline in early August. However, the market rebounded rather quickly. The decline was followed by a spike in global market volatility, with the CBOE Volatility Index (VIX) reaching levels seen only during major financial crises. Historically, as with this example, keeping focus on the long-term and staying

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Here’s the bottom line. Markets may experience heightened volatility leading up to elections, but that tends to pass, so we shouldn’t let that scare us from sticking with our portfolios.

Think Big Picture When It Comes to Elections

Blog / Arcadia Wealth Management

Key Takeaways With election uncertainty often comes increased market volatility, but this typically subsides after the election. Historical market performance has varied widely around elections but has on average been positive regardless of which political party has been victorious. Market timing based on elections is risky and unlikely to outperform a consistent investment strategy. While

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