As the presidential election approaches in two and a half months, the economic policy platforms of the candidates are just starting to emerge. This delay has led to investor worries regarding the potential effects of these policies on the economy and financial...

Recently, financial markets have appeared more volatile, with investors expressing concerns about the economy, potential delays in interest rate cuts by the Fed, and lackluster tech earnings. Despite last week's fluctuations, major indices remained mostly stable from...

Paraphrasing Ernest Hemingway, stock market shifts often happen "gradually, then suddenly." In the last month, there has been a shift from large-cap technology stocks to small caps and other sectors. The recent jobs report triggered a sharp pullback in global stocks,...

With the summer's rise in temperatures, the stock market is also feeling the heat with increased volatility. Investors are shifting from large-cap technology stocks to a wider range of sectors and styles, notably small caps. Since reaching their peaks in mid-July, the...

From President Biden’s announcement that he will not be seeking re-election, to a rotation out of tech stocks and into small caps, recent events have added to market uncertainty. The S&P 500 recently declined 2.9% from its all-time high, while the Nasdaq pulled...

The stock market has sustained its historic surge, with the S&P 500 posting a 19% gain year-to-date, including reinvested dividends, culminating in a total return of 61% since the market's nadir in 2022. Although large-cap technology stocks have propelled much of...

Investors commonly ask, "Why should I invest in an active fixed income fund with a 5.5% yield when I can opt for a money market fund offering nearly the same yield with no risk?" Given that short-term yields are at their highest in years, cash has become a formidable...

Entering the second half of the year, it is crucial for long-term investors to keep in mind the significant events that have influenced the markets. Despite persistent economic uncertainties, the stock market has seen a robust rally, fueled by the anticipation of the...

With the onset of the presidential debate season, the contrasting tax strategies of the current and former presidents will come to the forefront. This contentious issue is driven by intense political beliefs regarding national priorities, government expenditure,...

The trajectory of interest rates has been unpredictable in recent years, influenced by factors such as inflation, economic growth, and Federal Reserve policies. For example, the 10-year U.S. Treasury yield surged from 3.8% at the close of the previous year to a peak...