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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 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.

Posted on July 13, 2023December 27, 2023

Technical and fundamental analysis: Bringing them together and playing the piano with both hands

Posted on April 14, 2023September 22, 2023

Don’t get fooled again: Three lessons from early 2023

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