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Investment Insights
Providing Evidence-based Investment Management Insights including the Latest Quarterly Market Review
3 min read
Investment Insights for Dentists During an Election Year
With election season upon us, many investors, including dentists, may wonder whether they should change their investments based on who...
5 min read
Insights of 2022: Lessons to Live by in 2023?
Looking back on 2022 at the Annual Market Review as well as the last Quarter with the Quarterly Market Review for Q4, we see the...
8 min read
What to Do When the Market is Declining?
Or if a Recession may be on the Horizon? “How can you be so calm when the market is declining?” asked a client recently. “Is now the...
4 min read
Views on News, Wave-Riding & Balanced Asset Allocation for Q1 Quarterly Market Review
Examining the world capital market performance for the past quarter, the Q1 Quarterly Market Review shows some stormy times and negative...
3 min read
Who Won in '21?
This time last year may have had many investors wondering if a dramatic stock market drop would be imminent, but the numbers are...
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