To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the past month, the...

As the summer heats up, the stock market is experiencing its own heat wave in the form of rising volatility. Market uncertainty...

From President Biden’s announcement that he will not be seeking re-election, to a rotation out of tech stocks and into small...

The stock market has continued its historic rally with the S&P 500 gaining 19% year-to-date with reinvested dividends,...

As we enter the second half of the year, it’s important for long-term investors to maintain perspective on the major events that...

As the presidential debate season kicks off, the current and former presidents’ divergent approaches to taxes will be on display....

The path of interest rates has been highly uncertain over the past few years due to inflation, economic growth, and the Fed. The...

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for...

Investors and the financial media tend to focus on macroeconomic concerns such as inflation, labor markets, and the Fed. While...

David Blain, CFA is joined by Ken Gee of KRI Partners to discuss why now is the time to invest in Real Estate, KRI’s unique...