After the leap came the run. Stocks furthered a surge from the March trough, at one point gaining enough ground (in the States, at least), to turn green for the year. But the recovery in stocks was hobbled by the reality of a virus that very quickly took advantage of loosening restrictions on public gatherings. […]

The U.S. equity market rests just under 8% from its February 19 peak. Cue worries that we’ve come too far, too fast. Near-term stock valuations may look extended as revenue and earnings sink. There’s no end yet in sight for the pandemic, and U.S. elections are just around the corner. But, as the bulk of […]

Among the equity market themes one learns early on is that market history is not prologue: past performance is not indicative of the future. We learn, too that market performance is not always positive. Another important premise is that diversification is your friend. These themes apply to the relative performance of the groups of stocks […]

Value stocks have underperformed their Growth peers by a gap never wider in history, leaving some to suggest it’s time to throw in the towel. But history shows that when the performance on a long-held strategy is at its relative worst, generally speaking, it’s best to stay true to your defined approach. More than hope […]

The first quarter of 2020 will go down in history as among the more chaotic periods of investable market activity. Though markets may be recovering, they likely will remain volatile as new data clarify the macroeconomic effects of the coronavirus outbreak and the supply tensions/demand drop-off in energy markets. That likely means recession or worse […]

We offer the following as a visual reminder that perseverance through market volatility may be better course with respect to progress toward longer-term financial goals.