News

  1. Corrections Are Just a Part of This Bull Market

    March 20, 2017 As the current bull market enters its ninth year, it's time to recall that bull markets never go in a straight upward trajectory. Pullbacks of 5% or more and corrections of 10% or more are quite normal. But just how normal are they?

  2. Is the Bull Market Really 8 Years Old?

    March 13, 2017 It doesn't seem that long ago, but stock markets just celebrated an 8-year anniversary from the market lows hit on March 9, 2009, when sentiment hit a trough during the Great Recession.

  3. Happy 8th Birthday, Mr. Bull

    March 8, 2017 March 9 marks the 8th anniversary of our current bull market, three years longer than typical. This has been our second longest bull and our third highest performing. So what's next?

  4. Is the Economy Running 'Hot' Yet?

    March 6, 2017 Probably not, but it's all relative. 'Hot' economies tend to be characterized by over-exuberance, too much risk-taking and taking on credit risk until a peak hits.

  5. Are Equities Overvalued?

    February 27, 2017 We get this question a lot these days, and the answer to it depends upon a variety of factors. We explore two perspectives in detail—value investing and growth investing.

  6. New Advisor Rules Coming for IRAs and Retirement Plans

    February 21, 2017 The Department of Labor's (DOL) Fiduciary Rule about retirement plans has been in the news as the April 10 effective date nears. Here is our analysis and position on it.

  7. What Were the Winning and Losing Asset Classes of 2016?

    January 6, 2017 Every year we update our "Periodic Table of Asset Classes" or as we sometimes call it, our "Skittles Chart." We also include a balanced portfolio of various asset classes, as indicated by the yellow. View the Asset Class chart here.

  8. What are the biggest takeaways from 2016?

    December 27, 2016 This has been a unique year, to say the least, but we can say that about every year to some degree.

  9. Seven for 2017

    December 23, 2016 What would make this a really good year for you? Here are our suggestions for seven things to help you make 2017 a good year, personally and financially.