David Booth This year marks a milestone that most people won’t notice, even though it helped make possible the way most Americans invest today. We now have 100 years of researchquality data on US stock…
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2026 Q1 Market Review
Below is a summary of global financial markets in Q1 2026. Please do not hesitate to reach out with any questions. Enjoy!…
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2026 H1 Economic & Market Update
The final months of 2025 were a whirlwind, marked by a continued aggressive trade policy, a government shutdown, and geopolitical tensions. Despite these headlines, the markets showed remarkable resilience, with U.S….
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Market Review 2025: US Stocks Ride Rocky Road to a Third Straight Year of Gains
KEY TAKEAWAYS US stocks continued climbing in 2025, with the S&P 500 gaining almost 18%, while international stocks soared nearly 32%. The Fed reduced interest rates by 0.75 percentage points even as it coped…
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2025 Q4 Market Review
Below is a summary of global financial markets in Q4 2025. Please do not hesitate to reach out with any questions….
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3 Common Investing Mistakes
Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to goit alone could prove costly in terms of investing miscues….
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