April 3, 2026 Q1 2026 Investment Commentary If you look at the quarterly results, the returns so far have been roughly flat, with small losses or gains… Read More >
January 5, 2026 2025 Investment Commentary Another positive market year is in the books, marking the third year in a row for investors to be grateful… Read More >
October 2, 2025 Q3 2025 Investment Commentary Whew! The U.S. equity markets kept testing new highs through the month of September—the month which has seen some of… Read More >
July 7, 2025 Q2 2025 Investment Commentary Following an awful first quarter that saw negative returns across the board, the U.S. investment markets staged a remarkable comeback,… Read More >
April 3, 2025 Q1 2025 Investment Commentary After two years of stellar returns, the U.S. investment markets have decided to give back some of their recent gains.… Read More >
January 2, 2025 2024 Investment Commentary The U.S. investment scene, in aggregate, churned out another unusually positive investment experience this past year, with 20+ percent gains… Read More >
October 3, 2024 Q3 2024 Invesment Commentary The rarest of economic events is the so-called ‘soft landing,’ where a robust economy (and long-time bullish markets) are gradually… Read More >
July 1, 2024 Q2 2024 Investment Commentary The U.S. and (to a lesser extent) global equity markets continue to generate positive returns for investors, the bond market… Read More >
April 3, 2024 Q1 2024 Investment Commentary We should probably get this out of the way at the beginning: nobody should expect that 10% quarterly gains in… Read More >
January 3, 2024 2023 Investment Commentary Last year, stocks were buffeted by the Federal Reserve Board’s aggressive rate hikes (the fastest since the 1980s stagflation era)… Read More >
