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The Sequence of Returns
What exactly is the “sequence of returns”?
July 21, 2025 Weekly Market Insights
Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy.
Choosing a Business Structure
According to the U.S. Census Bureau, there were over five million new business applications submitted in 2024 alone.
Value vs. Growth Investing
Over the past decade, as a whole, value stocks have not performed as well as growth stocks. But looking at a larger body of cumulative data, reaching as far back as 1926, this has not always been the case. Let’s dive in a little deeper.
July 7, 2025 Weekly Market Insights
Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week.