Latest Articles
Markets & Economy (2)32 Articles
Tue, Jun 20, 2023
Value? Growth? How About Quality
Many of the stocks that worked well one year may not be as strong now. Why is that, and what should you do?
Fri, Jun 2, 2023
How Could You Generate Income When Rates Are High?
Looking to generate more return from your investments? Bonds, real estate, and dividend funds are logical choices. But we think it’s time to add “shareholder yield” to your vocabulary.
Wed, Apr 12, 2023
Investments in a Down Market Still Tend to Outperform Savings Accounts Historically
Rather than sweating over the best time to move your money from savings to investments, consider adding a little bit of money at a time to your accounts—a common strategy called dollar-cost averaging. Here's why we believe it tends to work better than "timing the market."
Wed, Mar 29, 2023
An All-Weather Predictor of Stock Returns
Looking for one metric that could anchor your investment strategy? Learn more about Capital Efficiency and its potential for driving strong portfolio returns.
Wed, Mar 22, 2023
Recession: A Stock Picker’s Paradise?
Active management had a solid year in 2022. Does this mean that stock-picking could outperform index funds in 2023? Learn how active funds historically have tended to perform in down markets AND turbulent rebound periods.
Wed, Mar 15, 2023
A Replay of the Financial Crisis?
We just experienced the biggest bank failure since the Great Recession of 2008. But here’s why we don’t believe 2023 will be another 2008.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.