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 »
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 Headlines Worry You, Bank on Investment Principles CONTINUE READING
First Quarter 2023 – Quarterly Market Review Read More »
We break down the role that banks play in our economy and show how recent bank failures impacted market volatility.
Take It to the Bank Read More »
Asset classes, like small-cap value or large-cap growth, don’t have one, absolute definition. They same label can represent different methodologies with sizable differences in outcomes, highlighting the importance of looking beyond a name.
What You Might Not Know About Asset Class Returns Read More »
While it might be tempting to chase top-performing sectors, we demonstrate why in a broadly diversified portfolio, every sector doesn’t have to increase in value over any period to earn a positive return over the long term.
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: Time the Market at Your Peril CONTINUE READING
Fourth Quarter 2022 – Quarterly Market Review Read More »
In September, we reported on the returns of U.S. stocks during economic business cycles of the past 50 years. There’s reason to believe the U.S. is currently facing a slowdown induced by higher interest rates (i.e., a slowdown in consumer spending) despite positive gross domestic product (GDP) growth during the last quarter following two quarters
Investing Through Tough Times: Bonds Edition 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: What Drives Investment Returns? Start with Ingenuity. CONTINUE READING
Third Quarter 2022 – Quarterly Market Review Read More »