Our Commentary

Post-Covid Rebound Brewing
2020 was an inscrutable year for stocks. In a year of abject human and economic misery around the world, U.S. stocks

6 Year-End Financial Tips
As the year winds down, there are a few things investors can do to get their finances bundled up. We’re

Investors Get a Shot of Confidence
As I write this piece on November 13th, two seemingly incongruous events are taking place. First, Covid-19 is on the

Investing Through an Election
For investors, knowing some history about how elections have affected markets in the past may make them more able to

Own a Small Business? This May Be Your Best Tax Move for 2020
If you own a successful small business or professional practice, it is not (yet) too late to make a last-minute

Stocks Skip Summer Vacation
The third quarter of 2020 marked the second consecutive quarter of the rapid and improbable global equity market recovery from

Investors’ Sense of SNOW
In Smilla’s Sense of Snow, a 1997 Danish thriller film based on Peter Hoeg’s novel of a similar name, heroine Smilla Jaspersen

A Guide to Understanding Stock Splits
Big Day for Stock Splits This morning, two of the most high-profile companies in the world, Apple and Tesla, split

Mid-Quarter Update: Market Thumbing Nose At virus [Video]
So far this summer, stocks have continued their strong and improbable bounce-back since hitting their lows for the year on