The S&P 500 Index had its best month of the year in October, rising 7% and bouncing back from September’s 4.7% loss, its worst month...

We discuss market performance and financial news from the third quarter, and look forward to the quarter ahead.

We discuss market performance and financial news from July, and look forward to the month ahead.

We discuss market performance and financial news from the second quarter, and look forward to the quarter ahead.

We discuss market performance and financial news from May, and look forward to the month agead.

All asset classes rose for the month, and most have generated year-to-date returns that would be considered attractive for an entire...

We discuss market performance and financial news from the first quarter, and look forward to the quarter ahead.

As we cross the one-year anniversary of the WHO’s formal declaration of the COVID-19 pandemic, the market’s attention has shifted from...

We discuss the news and market performance from January and look to the months ahead.

We review the key news and performance of markets in Q4 and look ahead to Q1.

A review of the past month's news, including (un)certainty in the markets, politics, the pandemic, and a higher inflation target at the Fed.

We review the key news and performance of markets in Q3 and look ahead to Q4.

A review of the past month's news, including the virtual Federal Reserve's Economic Policy Symposium as well as returns and election polls.

We discuss the performance of 2020 Q2 and look ahead to Q3.

We review the rebound in markets since March and discuss the arguments for bulls versus bears.

The coronavirus outbreak is a humanitarian crisis first and a financial crisis second. Our thoughts are with those directly affected by...

We discuss the performance of Q4 of 2019 and look ahead to Q1.

We discuss the performance of Q3 of 2019 and look ahead to Q4.

What is the highest return you can expect from a mutual fund? We look at the past to answer and discuss managing client expectations.

Vanguard is famous for their passively managed index funds, but how well do their actively managed funds match up? We'll take a look.