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The Fed and the Bear
By: Robert Veres By now, you know that the U.S. Federal Reserve Board raised the so-called Fed Funds rate by three quarters of a percent—the largest increase since 1994. … Read More
Beware the Hidden Costs of Indexing
By Kaitlin Simpson Hendrix, Senior Researcher and Vice President | Trey Roberts, Associate, Research KEY TAKEAWAYS A Dimensional study shows that there are potential hidden costs associated with rigidly following an index. The … Read More
Market Declines and Roth Conversion Opportunity
The recent market decline may present a strategic planning opportunity. Roth IRAs differ from traditional IRAs in that any growth and distributions are received tax-free. The ability to receive a … Read More
How Often Do Small Cap, Value, and High Profitability Outperform?
Looking at average annualized returns going back decades, small cap stocks have beaten large cap stocks, value has outperformed growth, and high profitability stocks have outgained low profitability stocks. … Read More
The Cost of Trying to Time the Market
The impact of being out of the market for a short time can be profound, as shown by this hypothetical investment in the stocks that make up the Russell 3000 … Read More
Should You Go To Cash Until The Market Recovers Or Ride It Out?
Market timing does not work. Check out this article to learn why: https://www.forbes.com/sites/kristinmckenna/2020/03/11/should-you-go-to-cash-until-the-market-recovers-or-ride-it-out/?sh=ab36fa5be8f3
Do Rising Fed Funds Rates Cause Stocks to Fall?
With the news cycle being dominated by attention grabbing headlines regarding the Federal Reserve raising rates, many investors are asking questions about what stocks may do in the face of … Read More
Have the Tech Giants Been DeFAANGed?
By Wes Crill, PhD, Head of Investment Strategists and Vice President Investors expecting FAANG1 stocks to continue the extraordinary performance of recent years must be disappointed by their returns in 2022 (see Exhibit … Read More
This Chart Speaks for Itself
With the current news cycle highlighting war, inflation, mounting debt, market volatility, and more, it may persuade you to do something drastic with your investment portfolio – or not so … Read More
Why Investors Might Think Twice About Chasing the Biggest Stocks
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining … Read More