A monthly column on topics that matter.
U.S. stocks, economy remain global exceptions with another rich year
The S&P 500 will almost certainly end 2024 with gains of 20% or more for the second consecutive year, and the benchmark index has increased more than 50% total in the last 24 months.
Be wary of betting on political promises
On Nov. 6, the day after Election Day, the Dow Jones Industrial Average jumped more than 1,500 points (3.6%), the S&P 500 gained 2.5% and the NASDAQ 3%.
Record highs for S&P 500 have become commonplace, but don’t ignore potential risks
The S&P 500 hit another record high this week, something that’s become so common, it’s more likely to evoke a shoulder shrug than a smile.
A lot of times, investment success comes down to elementary lessons
September means a new school year, and we are reminded of the importance of teachers.
Investors tend to overthink things, yet simple formulas and basic math — like the lessons learned from our elementary math teachers…
High national debt is still a low priority, but Americans need to take it seriously
When America’s “National Debt Clock” came online in 1989 near Bryant Park in Midtown Manhattan, the objective was to increase attention on our country’s spending problem. It hasn’t worked.
Are small-cap stocks coming back into style?
Wall Street is known for finance, not fashion, but any responsible investor needs to be mindful of the current trends.
Higher interest rates not so scary after all
“Higher for longer” just doesn’t have the same fear factor that it used to.
Some investing clichés are more valuable than others
It happens once or twice a year, especially if the stock market has a relatively strong start: The phone rings, and a friendly client asks whether the time is right to reduce equity exposure.
How to manage rising insurance costs
Let’s talk about insurance. And just for the record: We’re not selling any. Both stocks and consumer spending have remained strong this year, but rising insurance costs threaten to put a dent in those trends.
