Articles

March saw the Federal Reserve hold interest rates steady at 4.25% to 4.5% for the second meeting running, and it is widely expected that they will continue to hold rates at the current level in the upcoming meeting on May 6 and 7.^[1]While this much is agreed on, almost everything else appears to be in a state of flux. While the data still suggests calm, the sentiment in the market suggests a coming storm. In this article, we will examine both perspectives and consider how investors should respond.

Apr 30, 2025

Earlier this year, in our article published on February 10^th (“Markets at a Crossroads”), we highlighted a number of indicators suggesting that a market correction was likely on the horizon. We also discussed strategies investors could consider to navigate potential volatility.

Apr 23, 2025

Investors often hear about market swings, but what really drives these ups and downs? The stock market isn't just about numbers—it reflects the emotions and expectations of investors.^[1] The legendary investor Benjamin Graham introduced the idea of "Mr. Market," a fictional character who represents the market’s often erratic and emotional behavior. Mr. Market has certainly been active in recent months, with the S&P 500 reaching record highs in February before experiencing a sharp decline in March.^[2] The question on many minds is: What does this mean for the future, and how should investors react?

Mar 27, 2025

The past two years have seen impressive stock market growth, with the S&P 500 posting annual gains of 24% and 23%, respectively.^[1] The last time the market showed similar performance was in the mid-1990s, when the index experienced five straight years of growth exceeding 20% per year.^[2]At first glance, these returns might suggest that investing in a broad market index is a simple way to build wealth. However, history shows that long periods of strong performance are often followed by stretches of stagnation or volatility, making a cautious approach worthwhile.

Feb 10, 2025

In the past few years, there have been growing signs of a fundamental re-alignment in geopolitics.^[1] This marks a change from the established world order that prevailed from the end of the Cold War until the first Trump administration in 2016.

Feb 4, 2025

March saw the Federal Reserve hold interest rates steady at 4.25% to 4.5% for the second meeting running, and it is widely expected that they will continue to hold rates at the current level in the upcoming meeting on May 6 and 7.^[1]While this much is agreed on, almost everything else appears to be in a state of flux. While the data still suggests calm, the sentiment in the market suggests a coming storm. In this article, we will examine both perspectives and consider how investors should respond.

Apr 30, 2025

Earlier this year, in our article published on February 10^th (“Markets at a Crossroads”), we highlighted a number of indicators suggesting that a market correction was likely on the horizon. We also discussed strategies investors could consider to navigate potential volatility.

Apr 23, 2025

Investors often hear about market swings, but what really drives these ups and downs? The stock market isn't just about numbers—it reflects the emotions and expectations of investors.^[1] The legendary investor Benjamin Graham introduced the idea of "Mr. Market," a fictional character who represents the market’s often erratic and emotional behavior. Mr. Market has certainly been active in recent months, with the S&P 500 reaching record highs in February before experiencing a sharp decline in March.^[2] The question on many minds is: What does this mean for the future, and how should investors react?

Mar 27, 2025

The past two years have seen impressive stock market growth, with the S&P 500 posting annual gains of 24% and 23%, respectively.^[1] The last time the market showed similar performance was in the mid-1990s, when the index experienced five straight years of growth exceeding 20% per year.^[2]At first glance, these returns might suggest that investing in a broad market index is a simple way to build wealth. However, history shows that long periods of strong performance are often followed by stretches of stagnation or volatility, making a cautious approach worthwhile.

Feb 10, 2025

In the past few years, there have been growing signs of a fundamental re-alignment in geopolitics.^[1] This marks a change from the established world order that prevailed from the end of the Cold War until the first Trump administration in 2016.

Feb 4, 2025

March saw the Federal Reserve hold interest rates steady at 4.25% to 4.5% for the second meeting running, and it is widely expected that they will continue to hold rates at the current level in the upcoming meeting on May 6 and 7.^[1]While this much is agreed on, almost everything else appears to be in a state of flux. While the data still suggests calm, the sentiment in the market suggests a coming storm. In this article, we will examine both perspectives and consider how investors should respond.

Apr 30, 2025

Earlier this year, in our article published on February 10^th (“Markets at a Crossroads”), we highlighted a number of indicators suggesting that a market correction was likely on the horizon. We also discussed strategies investors could consider to navigate potential volatility.

Apr 23, 2025

Investors often hear about market swings, but what really drives these ups and downs? The stock market isn't just about numbers—it reflects the emotions and expectations of investors.^[1] The legendary investor Benjamin Graham introduced the idea of "Mr. Market," a fictional character who represents the market’s often erratic and emotional behavior. Mr. Market has certainly been active in recent months, with the S&P 500 reaching record highs in February before experiencing a sharp decline in March.^[2] The question on many minds is: What does this mean for the future, and how should investors react?

Mar 27, 2025

The past two years have seen impressive stock market growth, with the S&P 500 posting annual gains of 24% and 23%, respectively.^[1] The last time the market showed similar performance was in the mid-1990s, when the index experienced five straight years of growth exceeding 20% per year.^[2]At first glance, these returns might suggest that investing in a broad market index is a simple way to build wealth. However, history shows that long periods of strong performance are often followed by stretches of stagnation or volatility, making a cautious approach worthwhile.

Feb 10, 2025

In the past few years, there have been growing signs of a fundamental re-alignment in geopolitics.^[1] This marks a change from the established world order that prevailed from the end of the Cold War until the first Trump administration in 2016.

Feb 4, 2025