Category Archive

When thinking about diversification, investor minds often focus on the relationship between stocks and bonds.  But a variety of other asset classes also exist.  One such category is gold. Quarter century winner. Suppose you were presented with the following question: “what between U.S. stocks and gold has been the best performing investment category over the past 25 years?”  Understandably, the …

A fresh new calendar year is underway for capital markets, so much focus is on what we can reasonably expect in the year ahead. But given that capital market movements flow across the beginnings and ends of our calendar pages, it is worthwhile to consider as investors get back up to speed from the holiday season what segments of the markets have been winning thus far, and what areas of the market may have been left behind and offering potential opportunity depending on how events unfold in the weeks ahead.

A New Year is underway for capital markets, and the consensus prognostications are tilted toward a favorable year for both stocks and bonds.

Christmas came early to capital markets on Wednesday. The U.S. Federal Reserve emerged from its latest Open Market Committee meeting on Wednesday with good tidings for investors, sharing tales that inflation continues to come down and labor markets coming into balance.

The age-old stock market adage has rang so true over the past year.  The notion of “sell in May and go away” is based on the historical trend of relative underperformance by stocks during the period from May 1 to October 31.  Of course, the flip side of this adage is the historical trend of relative stock outperformance during the period from November 1 to April 30.