Chart of the Month

Mar
17

Understanding the Current Market Selloff

Recap of Year-to-Date Market Performance Stocks started 2025 trading higher but have since pulled back. The S&P 500
2 min read
Feb
17

2025 Rate Cut Outlook: What’s Keeping the Fed on Hold?

In recent years, the Federal Reserve carried out one of the fastest rate-hiking campaigns in history to bring inflation down
2 min read
Jan
15

Long-Term Perspective: Understanding How Valuations Impact Portfolio Returns

The S&P 500 has rallied +50% since the start of 2023 and more than +150% from the COVID
2 min read
Dec
16

S&P 500 Sets More Than 50 New Highs in 2024

The past two years have been remarkable for investors, with the S&P 500 posting back-to-back gains of over
2 min read
Nov
15

Early Post-Election Takeaways: Comparing 2024 to 2016

The election is over, and global markets are analyzing the outcome and starting to adjust portfolios. Republicans are set to
2 min read
Oct
15

Uncharted Territory: Understanding This Economic Cycle

The Economy is in uncharted territory.
2 min read
Sep
16

Investing Based on Politics is a Bad Idea for Your Retirement Portfolio

As the 2024 presidential election approaches, Americans are preparing to vote in what polls forecast to be a tight race.
2 min read
Aug
15

Long-Term Perspective: Market Volatility is the Price of Admission for Investing

The stock market had a strong start this year. The S&P 500 gained over +15% in the first
2 min read
Jul
15

Market History: Can the S&P 500 Maintain Its 2024 Momentum?

The stock market had a strong start in the first half of 2024. Figure 1 compares the S&P
3 min read
Jun
17

How Nvidia Is Shaping the S&P 500’s Performance in 2024

The S&P 500 Index is a well-known stock market index that tracks the performance of 500 of the
2 min read