

Quarterly Market Overview - Q1 2025
Domestic equities declined while other major asset classes were positive. International Developed equities had the best performance. U.S....

Brian
Apr 11


Monthly Market Data - January 2025
All major asset classes were positive in the first month of 2025. International Developed equities had the best performance. Commodities ...

Brian
Feb 14


Monthly Market Data - November 2024
Major asset classes were mixed during November. Domestic equities were positive, along with Real Estate and Fixed Income. Non-US equity ...

Brian
Dec 13, 2024


Monthly Market Data - October 2024
Most major asset classes were negative in October. Commodities were the lone positive asset class. A basket of broad commodities rose 1.43%

Brian
Nov 8, 2024


Monthly Market Data
Seven of eight major asset classes were positive. Small Cap equities had the highest return, while Commodities were the lone asset class ...

Brian
Aug 22, 2024


It's Never the Right Time to Time the Market
We recently came across an old article referencing a Fidelity study that analyzed the performance of its client accounts. The surprising ...

Brian
Sep 22, 2022


Water, Salt, Sand Rats, and Your Portfolio
A good eating plan takes a comprehensive approach to balancing proper food groups and eliminating unhealthy, engineered food. A good ...

Brian
Aug 25, 2022


Asset Allocation
Whatever the percentage, asset allocation is a critical component of portfolio returns
“All good things must come to an end.” ...

Brian
Mar 24, 2022