Economy and markets

While our investment strategy is relatively simple, it’s not always easy. Here’s why doing the tough work of riding out the market’s ups and downs is the best way to […]

In the last few weeks, there has been a stark contrast between stock market performance and economic indicators. Why is the stock market rallying in this economy?

Our team talks about investing through downturns and how to make the most of today’s financial planning opportunities in this recorded webinar.

As headlines trumpet troubles of today’s economy, what has history taught us about times like these? Five key insights can provide perspective—and hope for the future.

This week’s headlines have likely caught your attention. Here’s how we’re addressing the recent market volatility.

The Dow Jones Industrial Average has been the gold standard of financial indicators for generations of investors. While it remains a fixture in financial reporting, is the Dow still relevant […]

Some investors may be frustrated with the low absolute returns they’ve experienced over the past 10 years. And today’s high stock valuations and inflation risks have many thinking it may […]

Recent stock market turbulence has again captured investors’ attention. But market volatility is the rule, not the exception. Capturing these returns requires discipline and patience.

The market decline from October 2007 to early March 2009—known as the Global Financial Crisis—was the worst since the late 1930s. Stocks dropped 60%, investor uncertainty skyrocketed, and trust and […]

It’s been 25 years since Professors Eugene Fama and Ken French explained why investors were likely, but not guaranteed, to earn better returns by favoring small cap and value stocks. […]

Financial pundits are busy offering promises of how next Tuesday’s Presidential election will impact markets. The truth is, no one knows exactly how the result will affect portfolios. […]

No one knows exactly how “Brexit” will ultimately impact the U.K., Europe and rest of the world. During times like this, it is important to maintain perspective.