Insights

January 1, 2026

Market Review - 4th Quarter 2025

Q4 2025 Performance and Timeline of Events

December 4, 2025

Unpacking 2025 Market Returns

2025 has provided an excellent lesson in avoiding the temptation to predict from where market returns will come.

October 6, 2025

Market Review - 3rd Quarter 2025

Q3 2025 Performance and Timeline of Events

July 3, 2025

Market Review - 2nd Quarter 2025

Q2 2025 Performance and Timeline of Events

May 14, 2025

The “Average”

Understanding Investing Ups & Downs

May 2, 2025

Market Lessons from Early 2025

Mid-last year my 14-year-old son, Benjamin, started asking interesting, oddly specific questions about investing. My face lit up.