The Market in Pictures, September 8

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: NVDA is the current battleground stock, but remember when there were 100s of absurdly-priced...
Helping Clients Reach the Finish Line

Helping Clients Reach the Finish Line

We talk constantly about the two main risks we help advisors defend against: Drawdown: sharp drops that interrupt compounding and trigger client fear Longevity: insufficient returns that put clients at risk of outliving their money Let’s focus on Longevity. The...

The Market in Pictures, September 1

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Dave: In the past few decades, the highest-growing half of S&P 500 industries have steadily...

All Around the Bond Market, Aug 2023

Jackson Hole   Fed Chair Powell’s message last week at Jackson Hole was direct. The Fed won’t be taking victory laps over inflation just yet. Powell noted “we are navigating by the stars under cloudy skies … we will keep at it until the job is done.” Reminds us...

The Market in Pictures, August 25

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: It’s unusual for stocks to rally when real yields are screaming higher   Data as of...