Investment Consulting

As we covered in our last piece, indexes have their uses. If you’ve got an investment strategy that’s designed to capture that market, you can see how your strategy is…

Since nearly every media outlet on the planet reported the news, you probably already know that the Dow Jones Industrial Average topped 20,000 for the first time on January 25,…

By themselves, new all-time highs in equity markets have historically not been useful predictors of future returns. While positive realized returns are never guaranteed, equity investments have positive expected returns…

In the recent period following the US presidential election, US small company stocks experienced higher returns than US large company stocks. This column looks at these returns relative the historical…

Predictions about future price movements come in all shapes and sizes, but most of them tempt the investor into playing a game of outguessing the market.