facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blogs and More



Why a Stock Peak Isn't a Cliff Thumbnail

Why a Stock Peak Isn't a Cliff

Many investors may think a market high is a signal stocks are overvalued. However, they may be surprised to find that the average returns one, three, and five years after a new month-end market high are similar to those after months that ended at any level.

Read More
3rd Quarter 2023 Market Review Thumbnail

3rd Quarter 2023 Market Review

The 3rd quarter of the year has given investors much to contemplate. Surprisingly strong economic activity led to an increase in bond yields. That proved to be a headwind for stocks, though year-to-date the returns on balanced portfolios remains positive.

Read More