Insights

Investing in a Presidential Election Year
Investing in a Presidential Election Year

This year promises to provide plenty of election coverage and heartburn. But past election years have tended to provide average returns, and apart from the two major financial shocks in 2000 and 2008, since WWII election years have not been down years for stocks.

read more
Artificial Intelligence Primer
Artificial Intelligence Primer

What is artificial intelligence? Basically, we have learned to teach computers to think, to learn, to plan, to converse, to create, and integrate these skills, the hallmarks of intelligence.

read more
Has 2023 Been a Good Year for Stocks?
Has 2023 Been a Good Year for Stocks?

Has 2023 Been a Good Year for Stocks? How can you tell?
Well, let’s set 10% as a threshold since that is the long-term average return for stocks. Let’s annualize the returns so far, 10 days from having the first nine months on record and see how we fare.

read more
So Long S&P 500 Index
So Long S&P 500 Index

For decades, professional money managers have used benchmarks for measuring performance. For stocks, the standard index has been the Standard & Poors 500 Index (S&P 500). However, this index has become so extremely concentrated that it is no longer...

read more