


Could Diversification Make a Comeback in 2025?
We believe clients should first protect hard earned assets—diversification is still key! As the S&P 500 continues its impressive rally, diversification strategies such as investing in dividend-paying stocks, value stocks, small-caps, and international markets have...
Are We Ready for a Small-Cap Comeback?
Are We Ready for a Small-Cap Comeback? Small caps have been sidelined for years. While post-pandemic rallies boosted many stocks, small caps missed out. The 2022 tech slump and broader market correction prolonged their drought. But a small-cap rally could be imminent,...
Historical Reality: Economic Engines, Not Politics, Drive Stock Market
The contentious U.S. presidential election is over. Given the roughly even split among voters, it’s understandable that many of our readers are disappointed while others are elated. When it comes to investing, however, emotions often are a hinderance to patient and...