We long ago learned that adhering to an existing plan, seeking to make adjustments only where truly necessary, remains the smarter course for achieving investment success. Often, that means retaining an investment strategy when it can feel the most uncomfortable to do so. But while that discomfort might seem unbearable for a time, history shows […]

Starting just about at the bottom of the dramatic plunge at the onset of the COVID-19 pandemic, the prior twelve months have proved remarkable from a total return standpoint. In the latest quarter, stocks furthered a ramp out of the downturn’s trough. Though domestic stocks continued to rise in 2021, international stocks furthered their strong […]

The rule that all investing carries risk applies even to bonds. The negative price impact of rising rates over the past few months proves that case well. Even so, bonds in our view remain a fine compliment to equity exposures for those wishing to dampen overall portfolio volatility. To this day bond price swings remain […]

Even without the pandemic or the U.S. election, market returns alone would have made 2020 an abnormal year. Adding to their peculiarity, though, was the fact that global equity markets at one point in 2020 had lost a third of their value from a prior peak. The historic drawdown and the ensuring gargantuan rally, all […]

For a moment, you’d have thought there were no other stocks in the world. Though a handful of names were caught up in what’s proved so far to have been a short-lived frenzy, one dominated headlines. And by dominated, we mean to suggest it seemed there was no other news, as electronic gaming retailer GameStop […]

Take out global viral contagion and the U.S. presidential election and we still had a bonkers year from an equity market return standpoint. Fixed income, too, as interest rates fell at one point to forever lows, reflecting grand concern that economies around the world would need tremendous support to weather the activity-destroying effects of the […]