A historical analysis of active US-domiciled equity funds finds no meaningful relation between market volatility and managers’ success rates; the implication is that traditional active investments may compound your concerns during times of market uncertainty.

The bottom line—as your advisor will confirm—is that as rates move higher, bonds are more attractive,

not less.

The term “ESG” relating to investing has been in the news more and more lately. I think there is a lot of confusion about this topic. I think this short article will help you put it into perspective.

“Making money slowly is much better than making—then losing— money quickly.” —David Booth

It was a tough quarter and long term goals are on target.

Recessions are always identified with a lag. By the time one is called, the worst of its impact on markets has usually passed.

For prepared investors, market downturns can represent great opportunity

What may be going on with inflation.

In Q1 2022 a Small Cap strategy that emphasizes value stocks with higher profitability continues to be beneficial.

• Single stocks have a wide range of returns. Only about a fifth of stocks survive and outperform the market over 20-year periods.

• They delist at a high rate, even those that have been around for a long time and have outperformed the market for 20 years.

• The chance of any single stock outperforming the market in the future is not meaningfully different when conditioning on its past performance.