Market prices already reflect what investors expect. So when the Magnificent 7 outpace the market, it’s a sign they surprised on the upside. A look at five years of earnings versus forecasts — and the rising bar ahead.
Still on Track for a Good Year
Medicine Demands Proof. Your Portfolio Deserves the Same.
A Surprise Winner Among Asset Classes
Markets Don't Wait for Official Announcements
The Streak Illusion
Taxing Times
An Irish Wolfhound Explains Recency Bias
Outpacing Inflation with Stocks
Average real returns for the broad US stock market, based on the S&P 500 Index, have been positive even in years when inflation was above the historical median. Average real returns for small cap and small cap value stocks have been even higher, implying investors should not shy away from tilting towards higher expected return stocks even if inflation expectations are elevated.
CRSP and How They Changed the World
Are small value stocks in favor now or not? Does it matter?
2026 First Quarter Market and Portfolio Results
Overall the market impact of the recent Geopolitical Event in Iran in the Middle East has been mild compared to past such events - SO FAR - we shall see how it settles out. Geopolitical events can be weeks but more often months. US small cap stocks and international stocks have been in favor overall compared to US large cap. Therefore diversified portfolios exceeded the return of the S&P500.
A Summary of Mutual Funds & ETF Performance & Attributes
Geopolitical Risk
Stop Drop Report - How to recognize scams - imposters
Scammers are getting more savvy and increasingly personal. They may pose as investment professionals, leaders of trusted financial institutions, and even Schwab employees, all to gain your confidence and trust. With vigilance and a few tips on imposter tactics and techniques, you can recognize these fraudsters and steer clear of their traps.