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Read MoreStocks finished the first half of the year on a high note, marking its best start to an election year in the last century. Returns were driven primarily by the largest companies in the US, thanks to a surge in spending on Artificial Intelligence (AI). Smaller US companies and the global market experienced slight pullbacks. The quarter was relatively calm, with only one day when the market moved more than 1.5%, which is unusual. The Federal Reserve kept short-term interest rates steady. Inflation continued to cool but it remained above the 2.0% target. Bond markets were also stable, with rates ending the quarter about where they began.
Read MoreStocks experienced their second consecutive quarter of significant gains sustaining a historic recovery that few expected in March. This quarter saw the S&P 500 eclipse its previous all time high reached before the COVID market sell off. This is a remarkable feat, all things considering. The bear market experienced in March of this year was the fastest seen in history and we have just experienced the fastest recovery to all time highs.
Read More020 has been remarkable on many levels. As Mark Twain famously says, reality can provide a far broader range of outcomes than fiction. The second quarter saw stocks have their best quarter since 1998. This is on the heels of the fastest bear market in history seen during the first quarter.
Read MoreThe end of the year is upon us and this is a great time to look back at some of the books our team has read this year. Andrew has put together a list of his favorite reads from the past 12 months. There is something for everyone on this list!
Read MoreThe 2020 presidential election is upon us and it is shaping up to be the most contentious election in a generation. The top question we keep getting asked is what this election might mean for your investments. Given the polarity of this election cycle, we decided to look at the historical market performance for stocks during election cycles to take some of the political noise out of this discussion. You may be surprised with what the data shows.
Read MoreThis is my fifth year of compiling my favorite book list. It is the shortest list I have posted. I didn't get to read as many recommendable books in 2018. My reading list this year consisted of more management and technical books to help with certain areas of our business. None of these made my favorite list. My five favorites from this year are terrific and would have made my list each of the past five years. There is only one real business book on the list. So there should be something for everyone!
Read MoreI am always looking for a great book to read. Reading helps me relax but it also helps build my mental lattice. I set a goal each year to read a certain number of books. This year I came up short of my goal, but the books I did read were all great. No throwaways so far! Here is my list of favorite books in 2017.
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This was another year of wonderful reading for me. I was able to find the time to read over 30 books this year and I have a few more I plan to finish before the end of the year. Here are seven books from my list that are my favorites.
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