Fourth Quarter 2021 Key Takeaways The S&P 500 continued to gain in the quarter compared to muted returns in most other global assets classes COVID concerns increased as the highly contagious [...]

Buying versus leasing a car is something that everyone has to deal with. Neither leasing nor buying has a clear advantage over the other, which makes this a somewhat difficult topic to discuss [...]

Life insurance is a complex topic to understand. Even after having an uncomfortable conversation about your own mortality, you must decide from what seems to be an endless variety of different [...]

Third Quarter 2021 Key Takeaways The S&P 500 hit an all-time high during September However, the S&P 500 quickly sold off after the high due to concerns about the delta variant, the [...]

Unbelievably, we are more than halfway through 2021! As life emerges from the pandemic to a “new normal,” (and we are not sure like everyone else on what the “new normal” will be), a [...]

Second Quarter 2021 Key Takeaways Global equities continued to generate good returns, generally double digits for the first half of 2021 U.S. value stocks continue their strong outperformance [...]

First Quarter 2021 Key Takeaways Value stocks led the way during the first quarter of 2021 The S&P 500 gained 6.3% but large value returned 11.4% Small cap value returned 21.5% vs. large cap [...]

2020 will be a year we will never forget. From a global pandemic and civil unrest to an economic downfall that we continue to battle through today, it has been a challenging year that has [...]

It’s a little early for Halloween, as we are only in January, however we believe that a lot of the current action we are seeing in the stock market is going to come back to haunt many investors. [...]

Fourth Quarter 2020 Key Takeaways This year was a tragic one. Yet global stocks were up 16.3% for the year. U.S. stocks did a bit better, with large caps up 18.2% and small caps up 20.0%. [...]