Blog Articles


Sequence of Returns
Imagine you have an investment account that enjoyed a 12% gain two years ago, a 4% gain last year, and a 10% loss this year (if


Market Update | August 8, 2022
Last week was the third straight weekly gain for the U.S. stock market, as gauged by the S&P 500 index. It has been refreshing to see


Quarter Review
If you follow the news headlines then it probably comes as no surprise that the included chart is filled with an unfortunate amount of negative/red numbers.


Market Update | July 25, 2022
It is chancy to reason that a current trend will continue indefinitely. Linear patterns may persist for a while, but they’re bound to collapse eventually to


Market Update | July 7, 2022
The stock market made headlines by closing out the first half of 2022 with a -20% return. It was the worst first half to a year


Market Update | June 20, 2022
There seems to be a growing unease in the financial markets. U.S. stock indexes hit a fresh 52-week low on Friday. The S&P 500 is down