Psychology can have a much greater influence on financial markets than one might expect.

The U.S. Federal Reserve has come a long way since its chairman, Jerome Powell, dismissed inflation as “transitory” nearly three years ago. To their credit, Powell and the Fed governors eventually confronted that massive miscalculation and have spent the last

It was a long time coming for value stocks. The Russell 1000 Value index fell 10% in 2022 compared to a 19.4% drop for the S&P 500 and a 30% loss for the Russell 1000 Growth index. Yes, it was

None of us need to be reminded of high inflation or the laundry list of challenges that come with it. While the latest Consumer Price Index (CPI) has fallen to 7.1%, the cost-of-living for Americans is still increasing at the

Imagine the following scenario: A husband and wife sit down with their financial adviser for a regular review meeting. The discussion includes a summary of recent performance, during which the adviser informs the couple that they have lost nearly 15%

We can’t tell you exactly when the stock market will hit bottom. We can, however, offer several reasons why you should feel confident equities are further along in the bottoming process than many would lead you to believe. Before we

The battle against inflation is taking casualties. Inflation eats into every family’s discretionary income. It is an obvious hurdle for the stock market. It is also an inevitable part of longer-term economic cycles. So, while it’s OK to grit your

As ugly a year as it has been for equity investors, conditions have improved in the last two months. The S&P 500 rallied 15% from its June 16 low and in doing so recaptured half its year-to-date losses. That leaves

Paying taxes on investment gains is an unfortunate reality of successful investing. Writing a check to the IRS is never fun, but the truth is that a large tax bill typically means you booked a significant return from those investments.