Market timing

Can you trust Morningstar’s mutual fund star ratings? Dougal Williams, CFA, reveals how these ratings can be manipulated—potentially misleading investors.

Wall Street’s annual forecasts are back. Before you chase the ‘top stocks for 2025,’ see how last year’s predictions held up. (Spoiler: not great.)

With only a few days to go until Election Day, this election year is already shaping up as a bit more unusual than most. Incumbent President Biden exited the race […]

After a decade of underperformance, many are declaring the end of value investing. But is it really dead or just taking a breather?

Another new year has begun, which means Wall Street’s “Where to Invest” prediction pieces now dominate the financial pages.  As usual, headlines read something like “Here’s What the Experts Predict” and […]

Last month, I met with a couple who found themselves in a real pickle.   After decades of saving into their 401k’s and exercising company stock options, they’d amassed quite the […]

It has been more than 15 years since cash yields last reached 5%, and these higher rates have many investors wondering whether it’s time to seek the security of cash. […]

With the recent calendar-year downturn in the stock market and the Fed’s aggressive rate hikes to combat inflation, some investors are worried about a looming recession and its potential effects […]

Every August, along its Heritage Trail Highway, the state of Michigan hosts a state-wide 150-mile garage sale. While visiting the Great Lakes State last summer, I stopped in Forestville (population […]

What have 2018 and 2022 had in common for me? If you recall, 2018 ended on a sour note across many asset classes, and this year’s market performance isn’t looking […]

Does an inverted yield curve foretell economic disruption or signal that a recession is around the corner? If so, should we lighten our exposure to stocks? Many financial market observers […]

Early on the morning of February 2, about forty thousand revelers gathered at Gobbler’s Knob, awaiting the emergence of arguably the country’s most famous forecaster: Punxsutawney Phil, the groundhog. According […]