The Markets
A difference of opinion.
Broadly speaking, there are two types of investors: individual investors and institutional investors.
Individual investors buy
The Markets
Why are stock markets wary of tariffs?
In two of the last three weeks, tariff announcements led to late week stock market sell-offs. Stocks quickly
The Markets
Optimism headed south on Friday.
After rising for most of the week, stock markets lost momentum last Friday as economic data raised doubts about
The Markets
Wait! What just happened?
Last week, investors were inundated with market-moving data and news. Stock markets gyrated as investors tried to process
The new year can give us perspective and focus on what is important like our loved ones. Protecting our loved ones is front of mind. Life Insurance is an
Famed economist and financial engineer Dr. Andrew Lo of MIT once wrote a paper entitled “Warning: Physics Envy May be Hazardous to Your Wealth.” Lo warns that
The Markets
What moves financial markets? The short answer is: Lots of things!
Almost one hundred years ago, Benjamin Graham and David L. Dodd wrote, “the market
The Markets
As the markets turn.
Last week, investors breathed a sigh of relief when the latest price data showed core inflation, which excludes volatile food and
The Markets
Bond yields are rising—and they have investors’ attention.
Last year, the United States Federal Reserve (Fed) lowered the federal funds rate by one
The Markets
Hello, 2025!
As we head into a new year, it can be helpful to look back at the previous year—and 2024 was a doozy. Stocks in the United States
The Markets
Consumers were more optimistic. Investors were less so.
As we neared the end of 2024, U.S. consumers were feeling optimistic. Every month the
The Markets
But that’s not what I wanted!
Last week, markets were about as happy as a toddler opening a gift they didn’t like.
The first upsetting event followed
