Insights

July 17, 2026

The Third Option for a Large Capital Gain
June 4, 2026

Forward Financial Hires Focus Partners Advisor Solutions
April 16, 2026

Staying the Course Amid the Conflict in Iran
January 9, 2026

Patience Rewarded: How Markets Bloomed in 2025
January 9, 2026

Staying the Course Worked (Again)
October 10, 2025

Firing on All Cylinders: A Remarkable Year So Far for Diversified Investors
September 5, 2025

Steady Wins the Race
July 11, 2025

A Volatile First Half Ends on a High Note … At Least for Diversified Investors
May 30, 2025

Even the Most Sophisticated Investors Aren’t Likely to Outperform
April 18, 2025

Making Decisions Amid Turbulence
April 11, 2025

Tariffs: Tune Out the Noise
February 14, 2025

US Large Cap Stocks - How Far Can It Go?
January 31, 2025

You Don't Own 500 Companies
January 14, 2025

Spending Ability: A Fresh Way of Viewing Markets and Interest Rates
December 31, 2024

The Power of Human Ingenuity
October 17, 2024

The Fed Cuts Interest Rates: What Does It Mean for Me?
July 22, 2024

FOMO and the Risk of Chasing Returns
July 17, 2024

Higher Yields - The Rising Tide that Lifts All Boats
April 15, 2024

Volatility Drag - Slow and Steady Wins the Race
January 17, 2024

The Best Time To Be an Investor … Is Now
August 17, 2023

Sequence of Returns Risk
July 20, 2023

The Value of Advice - Asset Location
July 12, 2023

There Is No Market Downturn ... Yet
May 31, 2023

Diversification Drives Higher Expected Returns, Not Just Less Risk
May 18, 2023

U.S. Debt Ceiling: What Investors Should Know
January 13, 2023

Silver Lining for 2023
October 13, 2022

Bonds in 2022
August 31, 2022

Human Ingenuity
July 13, 2022

Midway Perspective
June 7, 2022

Uncertain Markets
May 13, 2022

Uncertain Times
April 14, 2022

Inflation and Interest Rates
March 10, 2022

Russia and Ukraine