Category: Market Reviews

What Broadening Market Performance Means

History shows that long-term investing isn’t just about “predicting winners” – it’s also about diversifying across styles, sectors, and more. Market leadership not only changes over time but also can do so swiftly. Staying diversified allows long-term investors to benefit from opportunities while also having a smoother ride as they work toward their financial goals. […]

How Technological Innovations Impact the Stock Market

History suggests it’s still important to remain diversified amid market exuberance. Doing so allows investors to benefit from recent trends around AI innovations while also positioning their portfolios for long run growth. Click here to read the full article.

How Earnings Can Guide Investors in Difficult Markets

The latest earnings figures show that companies are performing well which is a positive sign in this uncertain market environment. In the long run, investors should focus more on trends around economic fundamentals such as earnings than on day-to-day stock moves. Click here to read the full article.

Perspective on the Magnificent 7 and Valuations

Peter Madlem, CFA | Chief Investment Officer The stock market continues to reach new heights, driven by a stronger-than-expected economy and the largest technology stocks. In particular, Nvidia, a maker of graphics chips used in artificial intelligence applications, recently helped to push markets higher after it beat Wall Street earnings expectations. This has added to […]

What the SEC’s Bitcoin ETF Approval Means for Investors


5 Insights to Understand Markets in 2024


Why Bonds Are Increasingly Attractive for Long-Term Investors


What Seasonal Patterns such as the January Effect Mean for Investors

What the Market Correction Means for Long-Term Investors

What Washington Politics and the National Debt Mean for Long-Term Investors