You’re cordially invited to a joint recital featuring the remarkable talents of Laura Lupinacci, Mezzo Soprano, and our very own, Walter Wisniewski, Pianist, as we celebrate the 100th anniversary of George Gershwin’s ‘Rhapsody in Blue.’
Market indexes designed to represent total stock markets or broad subsets of a market are generally known to offer investors high levels of diversification. Many well-known indices, like the S&P 500® Index and Russell 3000® Index, hold hundreds or thousands of companies. Yet, by some measures, many major indexes appear more concentrated today than ever.
Index Concentration: Have Some Indexes Become Too Top-Heavy? 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: When Value Delivers CONTINUE READING
Third Quarter 2023 – Quarterly Market Review Read More »
Valuations of publicly traded companies are a frequent topic of conversation among investors and for good reason. Valuation ratios tell us the price of stocks relative to fundamentals like earnings, sales, and book value. In other words, valuation ratios are an excellent way to understand the long-term attractiveness of groups of stocks relative to: a)
Focus on the Horizon: Tuning Out the Noise with Valuations and Returns Read More »
The probability of a positive return from stocks increases over time. An investment in the US stock market grew wealth during 75% of the one-year periods between January 1926 and May 2023. Over ten-year periods, this occurred 95% of the time. While positive stock returns are never guaranteed over any horizon, no period exceeding 184
Embrace the Uncertainty Read More »
Think back to this time last year. Inflation was soaring to a 40-year high of 9.1%. The Federal Reserve (Fed) had just made its third-consecutive rate hike, raising the federal funds rate by 0.75% for the first time in more than 25 years. The S&P 500 Index was down just shy of 20% — the index’s
Then and Now: An Update on Today’s Bond Market 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: Let the Compounding Commence! CONTINUE READING
Second Quarter 2023 – Quarterly Market Review Read More »
Broad U.S. stock market returns in 2023 offer welcome news for investors at the surface. As measured by the Russell 3000® Index, the U.S. market was up nearly 9% at the end of May — well above the market’s long-term average monthly return of about 1%. Yet, this masks several major headlines that have faced
3 Storylines Behind the Market in 2023 Read More »
Investing in the stock market can be a bit like an emotional rollercoaster, and sometimes it’s difficult to know what to make of financial news, economic indicators, and more. We’re sharing the below graphic and explanation with you because it shows that, though there may be some negative indicators at the moment, there’s also room
Don’t Let Ominous Economic Signs Deter You From Stocks Read More »
Despite claims to the contrary, we find there’s scant evidence of any currency having gained meaningful ground on the dollar as a preferred reserve currency or on broader measures of usage.
Where the U.S. Dollar Stands as a Reserve Currency Read More »
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