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After losing approximately 20% in 2022, last year the S&P 500 rose 24.2%, makingup for the prior year’s significant losses. During the last two months of 2023, evenbonds came back…

After an incredible first 6-7 months of 2023, stocks were at a “historic tide” after surging 19% in the face of stubborn headwinds.  In fact, this is how we ended…

After a negative year for most stock and bond investors last year, there was a definitive bearish bias going into 2023.  Like the markets do so often, the consensus view…

The first quarter continued the volatility of 2022 in both the stock and bond markets.  U.S. Treasury yields spiked to over 5% on both the 1 and 2 year for…

After one of the worst years in history for bond and stock investors, we still expect a ceiling on stock valuations, and have gone from avoid to a neutral stance…

After the worst first half starts to a calendar year since 1970, stocks continued to plunge for the 3rd quarter.  The third quarter was initiated with plenty of buying only…

The first half of 2022 has been the worst for stocks since 1970.  Inflation has been the primary culprit in the poor performance in stocks, and even worse performance in…

Re-Printed from Wall Street Journal: Are investors paying too much for target-date funds? The funds offer a diversified portfolio that as a goal like retirement or college approaches. They are…