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Presidential Elections - It’s almost Election Day in the US once again. While the outcome may be uncertain, one thing we can count on is that plenty of opinions and predictions will be floated in the days surrounding the vote. In financial circles, this will...
Quarterly Review: KEY TAKEAWAYS The S&P 500 hit record highs, while the tech-heavy Nasdaq lagged the broader market. The Fed lowered interest rates by a half percentage point, its first reduction since 2020. Small cap stocks outperformed large caps, and value...
Howzat? Index construction rules sometimes remind me of that old tea towel explaining the rules of cricket for Americans. “You have two sides, one out in the field and one in. Each player that's in the side that's in goes out, and when they’re out they come back in,...
Of all the set-piece news events regularly covered by the media, none generates as much noise as a federal election. How much attention should you pay as an investor? Of course, we can all have different political views as individual citizens. Reasonable people...
Our Balancing Act WE MAKE CONSTANT tradeoffs as we allocate our time and money across our life’s many competing demands. What if we feel like all is not right in our world? We may be confronting the seven choices below—and favoring one option at the expense of the...
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