Tariff Target Markets

March 21, 2025

Tariff-targeted markets have performed well despite trade concerns, as market prices reflect the aggregate expectations of investors.

Measuring the Costs of Index Reconstitution: A Global Perspective

March 19, 2025

Bearish Sentiment

March 18, 2025

Fed Forecasting Futility

March 7, 2025

Is Inflation on the Rise?

February 28, 2025

Insights & Updates

March 21, 2025

Tariff Target Markets

Tariff-targeted markets have performed well despite trade concerns, as market prices reflect the aggregate expectations of investors.

March 19, 2025

Measuring the Costs of Index Reconstitution: A Global Perspective

The rigidity of Index-tracking funds can have hidden costs. A flexible, daily approach can help target higher returns while managing risks and expenses.

March 18, 2025

Bearish Sentiment

A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan.

March 7, 2025

Fed Forecasting Futility

Predicting Fed decisions is tough as new data constantly shifts expectations. Markets provide the best forecast, but rate cuts don’t guarantee bond gains.

February 28, 2025

Is Inflation on the Rise?

While markets continuously incorporate inflation expectations into prices, investors wanting to reduce uncertainty can consider inflation-hedging approaches.

February 27, 2025

Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Global stock returns are unpredictable, making it hard to pick outperforming markets. Diversification helps investors navigate this uncertainty.

February 21, 2025

Tariffs and Stagflation

For investors concerned about the possibility of rising inflation and economic contraction, the historical data offers reasons for optimism.

February 18, 2025

How Extreme Was Recent Large Growth Outperformance?

Investors concerned about US small value stocks’ recent relative returns should be aware of how extreme large growth’s outperformance has been.

February 7, 2025

Looking Beyond NVIDIA

Tech giants have surged, but NVIDIA’s drop is a reminder to stay cautious about betting everything on the "Magnificent."

January 30, 2025

Tariff Trepidation

For investors wondering what increased tariffs could mean for markets, recent history offers perspective.

January 24, 2025

Can You Predict Postelection Winners?

The types of businesses that stand to benefit from a new administration may seem predictable, but be careful about letting that factor into your allocation.

January 17, 2025

Prediction Season

The start of a new year is a great time to reflect on the past, set goals for the future, and tune out predictions from the financial industry.

Measuring the Costs of Index Reconstitution: A Global Perspective

Bearish Sentiment

Fed Forecasting Futility

Is Inflation on the Rise?

Insights & Updates

Tariff Target Markets

Measuring the Costs of Index Reconstitution: A Global Perspective

Bearish Sentiment

Fed Forecasting Futility

Is Inflation on the Rise?

Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Tariffs and Stagflation

How Extreme Was Recent Large Growth Outperformance?

Looking Beyond NVIDIA

Tariff Trepidation

Can You Predict Postelection Winners?

Prediction Season

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