
Brian
Dec 13, 2024
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
Nov 8, 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
Aug 22, 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
Sep 22, 2022
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
Aug 25, 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
Mar 24, 2022
Asset Allocation
Whatever the percentage, asset allocation is a critical component of portfolio returns
“All good things must come to an end.” ...