Apr 3, 2024 | In the News
Key Takeaways Strong performance of the “Magnificent 7” 1(Mag 7)has led many U.S. market indexes to beconcentrated in a small number of highly valuedcompanies. We find that these companies are more diversifiedthan you may think. However, they are expensive,and they...
Mar 3, 2024 | In the News
Key Takeaways Fear of Missing Out and Fear of Losing it All can potentially limit long-term returns. Market highs tend to cluster and lead to new highs and shouldn’t be feared as the start of the next downfall. Market corrections are part of a healthy market and...
Feb 14, 2024 | In the News
Key Takeaways Investors sought safety in cash following the 2022 bear market driving a record of $6 trillion in cash. Investors holding excess cash missed opportunities in the 2023 market and could miss potential opportunities for greater return in the future....
Jul 29, 2023 | In the News
Key Takeaways o The stock market rally has been driven by a narrow group of stocks in 2023. o Narrow leadership can persist for a while and be painful for investors with diversified portfolios as trends in markets shift over time. o Investors should be mindful of what...
Jun 29, 2023 | In the News
Key Takeaways o Many investors today are worried about a recession. o For investors with longer time horizons, investing during a recession is almost unavoidable. o The good thing is that for long-term investors staying invested matters more than a recession....
Apr 18, 2023 | In the News
Key Takeaways o US dollar has gotten a lot of press recently. o Some “de-dollarization” is likely to occur over time. o The long-term impact is both positive and negative. Dollar fears After a decade of relative strength, the US dollar has declined sharply over the...
