For the third quarter, the S&P 500 had its best quarterly performance in five years as U.S. equities continued their run of dominance over nearly all other countries and...
What Will Kill the Bull Market (and When)? – We identify the forces that could instill fear into the markets and potentially diminish...
How many companies are in the Wilshire 5000—a broad index of publicly traded domestic stocks? On the surface, this appears to be a brain teaser akin to “what color...
Richard Steinberg, Chief Market Strategist, weighs in on market activity as stocks sell off amid earnings season and geopolitical...
Financial markets faltered during the first quarter of 2018 following several quarters of relative...
Learn what alternative investments are and how they may be able to add more diversification to your...
Conservative investors should take a look at the actual risk in their investments. It may be more than they...
We uncover the facts about mutual fund fees with this primer. Use this to know if you are paying too...
Ask the right questions to improve your investments. Start with these questions to ask yourself or your...
The best way to be a better investor is to understand what the investment pros look for when investing money. Here's...
We take a fresh look at your performance review report. What do those numbers really tell you about how you are...
Clients are asking more than ever of their advisors. Routine conversations around having enough to retire, saving for college, or leaving a financial legacy have become more robust as...
Federal Reserve Chair Janet Yellen signaled last week that monetary policy is on the path to normalization and that the long period of extremely accommodative short term interest rates...
Despite its age, the bull market for equities looks well-positioned to continue, putting it as the second longest in American history. Corporate profits have emerged from a so-called “earnings...
The Federal Open Market Committee (FOMC) delivered a 25bps interest rate hike last week that was largely in line with expectations. This marked only the third interest rate hike...
Richard Steinberg, Chief Market Strategist, shares his outlook on the Fed’s probable interest rate hike and market reaction, and why he’s keeping an eye on...
Richard Steinberg, Chief Market Strategist, provides his take on the market rally and why he is waiting for more clarity from...
Richard Steinberg, Chief Market Strategist, provides his outlook on the markets as bond yields pull back a...
In the days following the election, risk assets rallied despite near unanimous calls for widespread declines in the wake of a Trump victory. Indeed, the S&P 500 had its...
As we stated in our most recent investment newsletter, we fully expected a reaction from the markets in the immediate aftermath of the presidential election. The volatility in the...
As earnings season is underway for the second quarter of 2016, companies will report to investors how much they earned in the just closed quarter. Sometimes the most important information...
It is easy to lose one’s bearings untangling the possible political permutations following “Brexit,” the United Kingdom’s recent decision to proceed down the path of secession from the European...
Investors’ focus shifted last week to the U.K.’s European Union (EU) referendum vote, otherwise known as Brexit, which is being held on Thursday, June 23rd. Global equities declined in...
Fed Chairwoman Janet Yellen apparently has a low tolerance for global economic weakness and financial market volatility. In March, the Federal Reserve (Fed) lowered the forecasted rate of increase...
The case for monetary policy normalization (i.e., raising interest rates) is not as clear as some initially believed, even though U.S. Treasury bond interest rates are currently low compared...