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Blog Posts
Timely insights from our team
Commentaries
Concise overviews on a variety of economic and market events that affect all investors
As a novice investor, it’s hard not to worry about sudden swings in the market tied to a roller coaster of current events. But in reality, there will always be major events, and when we look at their impact on returns we see that historically most events don’t have a long-term impact on market performance. The worst returns in the stock market happen during recessions and the worst returns in the bond market happen during unexpected higher inflation. Our Market History Report shows you a year-by-year view of the investment performance of stocks, bonds, and cash and corresponding major events since 1928.
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Additional Commentaries
Selling Employee Stock Options? Decide in 7 Steps
Follow 7 steps to help make the decision of whether you should sell your company stock options and how much.
The Bond Market is More Important than the Stock Market
The stock market gets all of the news headlines but the bond market is nearly twice as big and more important to the health of our economy.
Are Investment Accounts Safe?
There are three basic types of banks. We are all familiar with the commercial bank—it is where you have your checking and savings account and maybe your mortgage or car loan.
Why Expenses and Fees Matter So Much
Expenses and fees have a big negative impact on your returns overtime due to the compounding effect.
Inflation Eats Away at Your Spending Power
How does inflation affect earning power over time?
What is a Yield Curve?
What do they mean and why do we care?
Our Research Published in Enterprising Investor
02-02-2026
Our research has been published in Enterprising Investor, a CFA Institute publication.
Tax-Aware Investing – Has Anyone Done the Math?
01-16-2026
Tax-aware investing, or tax-loss harvesting, can lead to worse outcomes than just paying taxes.
What is Supporting Stock Prices?
11-12-2025
Corporate earnings have been surprisingly strong, even as forecasts have fluctuated throughout the year. Are profits justifying prices?
Similarities and Differences with the Tech Bubble Era
09-24-2025
The past is not a perfect guide to the future but we do find the similarities, and the differences, interesting.
Tariffs and the Markets
07-31-2025
We’ve spent some time reviewing academic papers and research reports on the long-term impact of tariffs on the economy and markets. Tariffs can benefit domestically oriented companies and be used as a bargaining chip in trade negotiations, but they generally hurt...