Market performance over the past two months may have you assuming the market is headed for a down year. While how the market will finish the year is still
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We often write about the benefits of diversification within a portfolio. Diversification entails building portfolios with multiple asset classes; asset classes
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Many investors think they have sufficient knowledge to time the market despite the overwhelming evidence and compelling story to the contrary…Picking stocks is
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Consider December 2019, when unemployment, interest rates, and inflation were at historically low levels. What would you have done with your portfolio if you
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A year like 2022 can test even the most committed long-term investor. With the benefit of 20/20 hindsight, we can all say we saw the market drop coming or that
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November 15, 2022
This article speaks to concerns that some investors have due to the performance of both the stock and bond markets in 2022. As noted by
September 30, 2022
You may wonder whether or not John and I recycle paragraphs from old memos when we write to clients every time there’s a stock market
September 30, 2022
A recent paper by Vanguard1 visually depicts why an increase in interest rates is so important to long-term bond returns and why more recent
August 15, 2022
A rapid rise in inflation roiled the stock and bond markets this year, resulting in the worst first half ever for U.S. corporate investment
May 15, 2022
To long-time clients, let me start by saying: “Here we go again.” To newer clients, I’ll say: “Don’t worry; this is normal.” And to everyone else
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May 15, 2022
Inflation has been lifting prices lately, and with that comes a barrage of news articles, TV talk show segments, and social media posts about how
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May 15, 2022
The chart below from Dimensional Funds1 depicts in graphic form how much the S&P 500 Index has gained (or lost) in every year since 1926. While
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