INSIGHTS
Actionable insights for curious investors
Quarterly Commentary
Each quarter, we review the market and present fresh perspectives on topics that engage our community of informed investors.
Q4 2025

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

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Do you view the S&P 500® Index as the relevant benchmark for your investments? In this Quarterly Commentary, we discuss why it may not be the best option and present what we believe is a better approach.

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Q3 2025

Direct Indexing: The Next ETFs?

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Direct Indexing is a strategy growing in popularity these days. Its biggest advantage is that it can reduce capital gains taxes. Thanks to important technological advances, it is now cost-effective for most investors.

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Q1 2025

Cutting Losses: A Major Key to Managing Risk

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We focus on the critical importance of cutting your losses quickly and deliberately to manage risk. How much can such downside protection matter? Significantly!

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Q4 2024

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

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Large-cap growth stocks have dominated the market for years. Will it last? Not forever. Historically, small- and mid-caps tend to outperform over long periods of time. When the shift comes, are you prepared?

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Q3 2024

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

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Emotions are running high in the run-up to the election. Investors wonder: How will the outcome impact my investments? We have looked back at the facts from previous elections and provide our perspective.

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Q2 2024

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

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