Key Takeaways Diversification remains the theme of the year. International stocks continue to outpace their U.S. counterparts, although U.S. stocks performed slightly better than their international peers last quarter. After quite a few years of lagging returns, U.S. small-cap stocks...
In January, I shared my thoughts with clients regarding the market and economic environment, what is likely to come in the short term, and what we think is important regarding portfolio positioning in light of this. I shared an analogy...
Over the past four years, we have all felt the squeeze of rising prices – from our grocery bills doubling to skyrocketing interest rates on homes and cars. Insurance premiums and property taxes have also surged dramatically in just the...
Joe Clark, CFA®, director of research, discusses trending topics in today’s investment world as we head into 2025. What is Direct Index Investing? Direct indexing is essentially creating an index fund tailored to a client’s specific needs. Rather than investing...
As the November election dominates the news and conversations across the U.S., our clients often ask, “Should I approach investing differently with the upcoming election?” In this context, asking how we prepare for an election or potential market fluctuations is...
