Stock Market

What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look for investment costs, the information can be difficult to digest.

Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual flurry of broad market analyses.

In our last piece, we described our marvelous markets, and how to account for their being both robust and random at the same time. Today, we’ll look at how stock pricing works, and why Nobel laureate William F.

In our last piece, we introduced the importance of saving, which is the first of five basics that have served investors well over time. Today, we’ll look at where stock market returns really come from, and why that matters to your investing.

This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds¹ have been especially surprising, leading some investors to question whether the classic 60/40 portfolio is dead.

Well, it’s official. The third quarter has ended in bear market territory across multiple markets. To place that news in a meaningful context, we pose two questions:

It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years, the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the days to come.

There were so many big events competing for our attention this summer… said nearly every investor, almost every summer, ever.

Even though we know it was just dumb luck, can we get a round of applause for seeming to forecast last month’s surprisingly strong market returns? It’s almost (but not really) as if the market were reading our mind when three broad U.S.

Welcome to the second half of 2022. What’s up next? As always, your guess is as good as ours. If anything, the past quarter has demonstrated how even familiar shores can shape-shift on us with each tide.