The 20-year relative return of US small cap value stocks versus the S&P 500 Index dipped negative recently for the first time in US stock market history.
About
Quarterly Perspective
Market Review 2023: Rising Stocks Left Predictions Grounded
A year that many speculated would be lackluster for US stocks saw the S&P 500 post gains of 26.3% on a total-return basis.
Perspective on Premiums
Many investors review results by calendar year and consider 10-year periods when evaluating long-term returns.
Money Matters: Spotting and Stopping Financial Scams
In today’s fast-paced digital world, investors are more vulnerable than ever…
Can AI Pick Stocks? Why the Wisdom of the Market Beats AI
Can investors use AI to determine the fair price of a stock or a bond?
Where There’s a Will, There’s a Way
A current estate plan is a vital component of comprehensive financial planning…
Great Insurance Hike: Balancing Protection & Price in Today’s Market
Appropriate insurance coverage is one of the building blocks of a comprehensive financial plan, but …
When Headlines Worry You, Bank on Investment Principles
Rather than rummaging through your portfolio looking for trouble when headlines have you worrying…
SECURE Act 2.0
On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023, …
This Has Been a Test: Have you Learned from Market Uncertainty?
Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at …