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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 12, 2021

Turning the Page

Posted on October 13, 2020January 12, 2021

To Ace the Final Exam, Ask the Right Questions

Posted on July 9, 2020October 13, 2020

The Covid-19 Conundrum

Posted on April 29, 2020July 9, 2020

The Unprecedented Effects of COVID-19

Posted on April 29, 2020July 9, 2020

Why use ETFs over mutual funds? The advantages are many. Two of them—lower costs and lower capital gains taxes—are hugely important.

Posted on April 29, 2020June 4, 2020

Full Market Cycle Returns: The Best Way to Achieve Your Goals

Posted on April 29, 2020June 4, 2020

Reframing the “Inverted Yield Curve”

Posted on April 29, 2020June 25, 2020

The Things Fund Managers Don’t Tell You

Posted on April 29, 2020June 4, 2020

Keeping Our Focus on the Long Term

Posted on April 29, 2020June 4, 2020

Listening to the Market, Not the News

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