Families

Recognizing the importance of investor psychology in navigating tough markets.

In a nutshell: The past year will be remembered as a year in which nearly every major asset class and...

In a nutshell: Despite reasonably strong earnings, weakness in global equities drove an improvement in valuations and hence our long-term equity...

The large question is, will the U.S. or global economy slow or even experience a recession?

Trying to forecast recessions is akin to timing the market and not something we think investors should focus on.

Recognizing the importance of investor psychology in navigating tough markets.

While we all want to grow older, we don’t necessarily want everything that comes with aging. According to the U.S....

Bond valuations and future expectations have improved marginally as yields have crept higher.

Despite large gains in U.S. markets, full-year global market returns remained relatively modest.

Given the impact we all know inflation can have on the prices of the things we want to buy, it