Investment Insights

Providing Evidence-based Investment Management Insights including the Latest Quarterly Market Review

Insights of 2022: Lessons to Live by in 2023?

Looking back on 2022 at the Annual Market Review as well as the last Quarter with the Quarterly Market Review for Q4, we see the...

What to Do When the Market is Declining?

Or if a Recession may be on the Horizon? “How can you be so calm when the market is declining?” asked a client recently. “Is now the...

Views on News, Wave-Riding & Balanced Asset Allocation for Q1 Quarterly Market Review

Examining the world capital market performance for the past quarter, the Q1 Quarterly Market Review shows some stormy times and negative...

Who Won in '21?

This time last year may have had many investors wondering if a dramatic stock market drop would be imminent, but the numbers are...

Battle for Better Investing in Q3 Market Review

The battle for better investing may at times swing toward gaining, remain relatively unchanged or sometimes unfortunately lose ground. ...