The US stock market has delivered an average annual return of around 10% since 1926. But how often have the stock market’s annual returns actually aligned with its long-term average? Read More
1Q19 Market Review
Our 1Q19 Market Review is available here & archives are here
2018 Annual Market Review
Our 2018 Annual Market Review is available here
2017 Market & Economic overview
Our 2017 Market & Economic overview is available here.
When Rates Go Up, Do Stocks Go Down?
Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable. Read More
Why Should You Diversify?
Investors can benefit from consistent exposure in their portfolios to both US and non-US equities. Read More [article from March 2016]
GDP Growth and Equity Returns
Many investors look to gross domestic product (GDP) as an indicator of future equity returns. Read More.
What do you regard as the most difficult period in the financial markets during your 25 years in the investment business?
Dave Butler from DFA offers a sports example to help investors apply discipline in a stressful market. Read More.
Recent Market Volatility
The market events of January 2016 provide an opportunity to examine several questions important to investors and revisit some fundamental principles of investing in capital markets. Read More.
The Rise of Short-Term Rates While many market participants were waiting for the “inevitable” rise in short-term interest rates expected when the Federal Reserve tightened its monetary policy, some investors may have missed the increase in short-term rates already underway as a result of market forces. Read More.