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Category: Quarterly Commentary

Each quarter, we review the market and present fresh perspectives on topics that engage our community of informed investors.

Posted on January 13, 2026

The Best Benchmark Isn’t Always the S&P 500®

Posted on October 16, 2025October 20, 2025

Direct Indexing: The Next ETFs?

Posted on July 10, 2025July 18, 2025

It’s only a point: Lessons on investing from tennis great Roger Federer

Posted on April 10, 2025July 10, 2025

Cutting Losses: A Major Key to Managing Risk

Posted on January 10, 2025April 10, 2025

Don’t forget: There’s more to investing—and the market—than tech stocks and the S&P 500®

Posted on October 13, 2024January 13, 2025

Presidential elections: What will be the impact on the market?

Posted on July 12, 2024October 14, 2024

Lessons from a legend: How the wisdom—and the failures—of Jesse Livermore applies to investing in 2024 and beyond.

Posted on April 12, 2024October 14, 2024

Emotional Intelligence: Why can it make you a better investor?

Posted on January 12, 2024April 12, 2024

Five things we’ve heard in 2023.

Posted on October 12, 2023October 16, 2023

Lessons from a legend: How the wisdom of Bernard Baruch applies to investing in 2023 and beyond.

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