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Stay informed with our daily blog featuring practical financial guidance from our experienced team. Get timely commentary on market trends, investment strategies, and financial planning advice to help you make informed decisions about your wealth.

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Capital Neglect is Killing Capitalism

By Michael Lebowitz, Dec 21, 2022

Capital represents the resources and labor used to produce goods and services. “Ism” is...

Why Gardening Can Help You Manage Your Portfolio Better

By Lance Roberts, Dec 20, 2022

Managing your portfolio has more to do with gardening than you might imagine. Over the last decade,...

Valuation Math Suggests Difficult Markets In 2023

By Lance Roberts, Dec 16, 2022

In 2023, the math of valuations suggests returns will likely be challenging as markets remain...

The Foghorn Is Blowing, But Few Heed Its Warning

By Michael Lebowitz, Dec 14, 2022

Often, boaters take the warning blow of a foghorn for granted and disregard it. However, all...

The 2023 Investing Outlook As The Fed Pivots – Part II

By Lance Roberts, Dec 13, 2022

In Part 1, we suggested a weaker dollar may not lead to the bullish outcomes many investors expect...

Will A Dollar Decline Be Good For Stocks? – Part 1

By Lance Roberts, Dec 9, 2022

Will a dollar decline be good for stocks? It is an interesting question, given that during 2022...

Three Ideas to Tackle Financial Ghosts.

By Richard Rosso, Dec 8, 2022

Is money distress part of your life? Do the dollars & cents of poor decisions past sneak up on...

Double Dog Dares and Equity Risk Premiums

By Michael Lebowitz, Dec 7, 2022

Back in the day, a double dog dare was often a kid’s first introduction to evaluating risk...

The Bull Case Has Two Problems

By Lance Roberts, Dec 6, 2022

Since the beginning of October, the market has performed better as a “Fed Pivot” bull...

In this blog we discuss how rising interest rates affect the stock market and why they matter.

Lessons From The “Nifty Fifty”

By Lance Roberts, Dec 2, 2022

Recently, Bank of America discussed the “5-Lessons From The Nifty Fifty.” Of course, if...

S&P 500 Monthly Valuation & Analysis Review โ€“ 11-30-22

By Lance Roberts, Dec 2, 2022

S&P 500 Monthly Valuation & Analysis Review. A deep dive into the fundamentals which drive...

Rosso’s Top Five 2023 Reads and Gift Book Ideas

By Richard Rosso, Dec 1, 2022

Richard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary...

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