Resources

Keep Calm and Carry On – It’s Just a Market Cycle

Everybody needs to settle down! YES, the stock market is messy – and it’s not trending higher. I’m ...

More pain in Bondland

Bonds are having a bad day. In the aftermath of yesterday’s meeting of the Federal Reserve, rates are ...

The Trouble with Bonds

Whatever the Federal Reserve's current and future decisions are regarding interest rates, it’s an important reminder that the ...

More From Our Blog

Keep Calm and Carry On – It’s Just a Market Cycle

September 22, 2023 | Michael Reilly

Everybody needs to settle down! YES, the stock market is messy – and it’s not trending higher. I’m sure for many investors that’s both frustrating and scary. But it’s not so scary or unexpected if you have taken the time to study your market history.

More pain in Bondland

September 21, 2023 | Tim Fortier

Bonds are having a bad day. In the aftermath of yesterday’s meeting of the Federal Reserve, rates are moving higher causing both stocks and bonds to move lower.

The Trouble with Bonds

September 20, 2023 | Tim Fortier

Whatever the Federal Reserve’s current and future decisions are regarding interest rates, it’s an important reminder that the Fed only controls the direction of short-term…

The Death of 60/40: Where are we now?

September 14, 2023 | Tim Fortier

At the beginning of 2022, I wrote a series, “The Death of 60/40.” The thesis was pretty simple. Real yields on bonds were negative, stocks…

Forecasting September in Four Charts

September 8, 2023 | Michael Reilly

By focusing on long-term, monthly charts, we take a step back and put things into the context of trends. The trend is our friend.

The Rise of Direct Indexing: A Game Changer in Modern Investing

September 6, 2023 | Tim Fortier

Discover the advantages of direct indexing as we delve into this powerful investment strategy while exploring its promising future.

3 Signs That the Market Is Looking Bullish for September

August 31, 2023 | Chris Rowe

The market is giving investors some reasons to be bullish for September, but the market can change quickly, so be prepared for anything.

Are Prices Flying with the Blue Angels?

August 29, 2023 | Tim Fortier

U.S. job openings fell to their lowest levels since March 2021 and U.S. labor market is now cooling pretty rapidly. But that’s good news. Find out why.

It’s not about Nvidia… it’s about the broader market

August 25, 2023 | Michael Reilly

Every headline and every tweet this week has been about one stock – Nvidia (NVDA) and their blowout numbers. Do your P&L a favor, don’t get caught up in the hype.

The Jackson Hole Summit: Stay Calm or Run for the Hills?

August 22, 2023 | Tim Fortier

Investors are forever chasing the next bit of economic news in the hope of determining the financial markets’ direction. Personally, for money management, I let…