Insights

“Genius is nothing but a greater aptitude for patience.”— George-Louis de Buffon, well-known 18th century naturalist Investors have been bombarded with a set of head-spinning headlines this month and this year, but the market has absolutely taken it in stride. We...

Be curious, not judgmental.”— attributed to Walt Whitman. The nice break in January represented a respite from negative karma in 2022. The S&P 500 surged more than 6% in January, and leadership clearly centered on the more aggressive areas of this large-cap index....

The U.S. stock market broke out of the gate in style and good fashion in this new year. It provided a nice breather from the negativity we all felt throughout 2022. The S&P 500 advanced over 6% in January, which marked the best January for this index since...

Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones Industrial Average declined 8.8%, the S&P 500 fell 19.4%, and the tech-laden Nasdaq took a -33.1% nosedive.¹ Headlines note that this was the weakest...

Following midterm elections, November 2022 was good to investors, which tracks with historical post-election norms. The tech-laden Nasdaq rose nearly 5.5% for the month and both the S&P 500 and the Dow Jones Industrial Average rose almost 6% in the 30-day period.1...

“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that often-repeated quote from Mark Twain, “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January,...