Earlier this week, the Case-Shiller Composite-20 Home Price Index hit yet another all-time high—the 22nd consecutive month of record-breaking prices. This index, which tracks home prices in 20 major U.S. cities, paints a clear picture: homeownership is becoming increasingly unattainable. 13 out of 20 cities in the index are at all-time highs, a discouraging reality […]
2024 was nothing short of extraordinary. The S&P 500 capped off the year with back-to-back 20%+ annual gains, a rare feat in market history. Domestic equities dominated international markets, and growth once again outperformed value in a commanding fashion. Will 2025 mirror last year? Unlikely. Since 1929, there has only been one streak of more […]
When a presidential inauguration occurs, the temptation to trade based on the day’s symbolism and emotion is strong. Optimists may expect the market to rally under the new administration, while pessimists brace for a downturn. But history tells us a different story. We analyzed 13 inauguration days since 1970, and the data is clear: Returns […]
When the Federal Reserve announced its first rate cut since 2020 last September, many market participants cheered. A loosening monetary policy seemed like the perfect catalyst for stock markets to continue their climb higher. And for equities, it delivered: the S&P 500 rose 3% into year-end following the announcement. But the bond market had other […]
If it feels like growth investing has been dominating the markets for a while, you’re absolutely right. Growth has continued to outpace value, marking a trend that’s been hard to ignore. But does this mean value investing is dead? Not so fast. Let’s zoom out: A Historical Perspective Since 2007, growth has outperformed value in […]
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 […]