2024 was a banner year for U.S. Large Cap stocks, with the S&P 500 outperforming International Developed equities (EAFE) by an impressive 22.5%. This extraordinary gap has many asking, “Is diversification dead?” 2024 in Context To truly appreciate the magnitude of last year’s performance disparity, consider this: since 1970, there have been only two other […]
Investing can be an emotional journey. In both rising and declining markets, it’s all too easy to fall into the trap of making emotional decisions—often at the worst possible times. That’s why sticking to a well-thought-out plan is crucial. Let’s look at the facts: The Odds Are in Your Favor Since 1929, the stock market […]
2024 has been a remarkable year. With the S&P 500 up nearly 30%, it has delivered the 5th most all-time highs since 1950 and back-to-back 20%+ gains for the first time since the 1990s. This exceptional performance warrants both celebration and caution. While 2025 may not mirror this level of success, the data doesn’t suggest […]
As we approach the final weeks of the year, one thing is clear: 2024 has been an extraordinary year for the stock market. The S&P 500 is currently up over 26% year-to-date. Even with potential volatility, it’s on track to close out the year with gains exceeding 20%. This is remarkable as 2023 also saw […]
With the dust settling from Tuesday’s presidential election, many investors are asking: What does a Donald Trump presidency mean for their portfolios? The initial post-election market surge indicates a clear risk-on appetite among investors, but is this behavior typical? A Look at History Since 1928, there have been five instances where the presidency switched from […]
On Monday, the S&P 500 recorded its 51st all-time high of the year. If that sounds impressive, it is! Since 1950, only 7 years have had more all-time highs, and with over a month to go, 2024 could climb even higher in the rankings. A little historical perspective: Out of the 75 years since 1950, […]
Yesterday, small caps, as represented by the Russell 2000, closed up an impressive 5.8%, marking the 27th best one-day return since 1979. Let’s put this into context and explore what it might mean for the market moving forward. How Rare Are These Moves? Over the past 45 years, spanning more than 11,500 trading days, daily […]
On the eve of the 2024 Presidential Election, we reflect on historical trends and insights from our election research, captured in four charts. Navigating Market Anxiety Ahead of the Presidential Election Market reaction to elections are often unpredictable, and trying to time your investments around them can be a risky strategy. In fact, since 1928, […]
While the market often attempts to predict election outcomes, the party that wins the White House has historically had less impact on long-term wealth accumulation than many might think. The chart below illustrates what happens when we invest $10,000 on November 1st of each election year since 1948 and hold it for ten years. In […]
The chart below provides a powerful reminder of the stock market’s phenomenal growth since the 1920s, regardless of which party holds office. If you had gone to cash or adjusted your investment strategy based on political biases, you would have missed out on some incredible periods of market growth. As we often say: your time […]