Insights

Markets often deliver their best returns just when we’re most discouraged. So, who knows! While we wait to find out, here are six action items worth tending to before 2022 is a wrap.

One of the best ways to combat recency bias is by focusing instead on the basics that have served investors well for centuries, if not millennia.

I never imagined myself completely retired. The best part of this practice has been being in the meetings with clients, working on their financial matters. I never tired of this. What changed? Beyond the simple answer of "I did", the reality is two things changed: health and relevance.

A heightened level of market volatility across both the stock and bond markets may have made you wonder if this time is different. There are broader worries as well, but we're prone to paying more attention to recent alarms than news from long ago.

The three broad U.S. stock indexes ended July 2022 with their best returns since 2020. Considering the market’s dismal returns during the first half of 2022, we’re reminded how markets often surge surprisingly.

Welcome to the second half of 2022. What’s up next? As always, your guess is as good as ours. If anything, the past quarter has demonstrated how even familiar shores can shape-shift on us with each tide. Following are a few of the ways in which the financial landscape has been disorienting us lately.