Monthly Recap

February felt a lot like 2022 in the markets—that’s not welcome news for investors. Once again, traders are treating good news as bad news. Most of the economic data pointed toward growth, and inflation came in a little higher than expected—though it is still in line with

Well, that's more like it! After a trying 2022, both the stock and bond markets got off on the right foot in 2023. 500 Index (VFIAX) gained 6.3% in January. SmallCap Index (VSMAX) did even better, returning 10.1%. Foreign stocks continued to outpace U.S. stocks with Total

I spilled a lot of ink over the past week on a month-by-month review of 2022, a deeper dive into the markets last year and my 2023 outlook "Just Keep Going." So, I'll keep this intro short. Risk means more things can happen than will. -Professor Elroy Dimson

What does it mean to pivot? Merriam-Webster defines pivoting as: 1) to turn on or as if on a pivot [not very helpful, in my view -JD] 2) to adapt or improve by adjusting or modifying something (such as a produce, service or strategy) Wall Street has been debating the

Before getting into a re-cap of the month plus links to the articles I shared with you in October, let me quickly say thank you for joining me on this new adventure. As Dan and I said a month ago, we didn’t think our work was done. Apparently, thousands