The anticipation building up to elections often brings with it emotion and anxiety about how financial markets will respond.
Knowledge Base
Quarterly Perspective
Shining a Light: Understanding the Corporate Transparency Act
Enacted in 2021, the Corporate Transparency Act (CTA) became effective on January 1 of 2024.
3 Common Investment Mistakes
Consider three common mistakes that can reduce returns and increase anxiety.
Encouraging Data from Value’s Past and Present
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.
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.