Take It to the Bank
We break down the role that banks play in our economy and show how recent bank failures impacted market volatility.
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Blog
The Herd Mentality That Drives Bank Runs
We unpack Silicon Valley Bank’s descent to insolvency and federal officials’ decision to extend deposit insurance to depositors whose accounts exceeded FDIC’s general limit of $250,000.
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What You Might Not Know About Asset Class Returns
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.
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Are Americans Too Pessimistic About the Economy?
Professor Kuhnen believes people may be overreacting to the current news cycle with their pessimism about how the economy is doing. Find out why.
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Sector Flip-Flop
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.
Understanding the Behavioral Advantage and Trade-Offs of Bucket Portfolios
We unpack the pros and cons of typical three-bucket portfolios, including the potential behavioral benefit and costs.
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Investing Through Tough Times: Bonds Edition
In September, we reported on the returns of U.S. stocks during economic business cycles of the past 50 years. Thereโs 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
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More Time or More Money? How Wealth Affects What We Value
Few people have all the time and money they want. Money squeeze is common, as is time squeeze, but each take different forms among the working class and the elite.
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Understanding Emotions During Volatile Markets
In these times of market anxiety, our emotions can get the best of us. While we cannot eliminate emotions, we can learn to manage them through cognitive reflection.
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Investing Through Tough Times in Four Charts
The U.S. stock market continues to record losses in 2022, and the U.S. economy shows signs that we are either in or may soon face a recession. Four charts help illustrate why we think sticking with stocks through tough times is still likely the better path forward for investors than jumping in and out of
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