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This was another very good quarter for the stock market with large company stocks up 10.4%.   That is historically a return for a full year.   This quarter was not as kind to the bond market and real estate which were

Financial markets performed extremely well over 2023 despite economic headwinds and a widely expected recession.  The 4th quarter saw exceptional returns in all asset types other than commodities.    The table below shows returns for investable ETFs representing the most common

Choosing the overall allocation of your investment portfolio – the plan for how much should be invested in stocks, cash, bonds and other investments – is the most important investment decision you will make.  While over the long-term markets are

Financial markets continue to grapple with uncertainty.  The 3rd quarter saw most investment types down for the quarter.  The table below shows returns for investable ETFs representing the most common investment types.  We like to use ETFs versus indices to

Hello. After 15 years serving in not-for-profit leadership positions at CFA Institute (Managing Director of Education globally for the organization that administers the premier investment certification globally) and AACSB International (CEO of the primary global accreditor of business schools), I