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January 20, 2026 | Newsletters

HAPPY OLD YEAR—HERE’S TO 2026!

​Happy New Year! While 2025 delivered positive total returns for major U.S. stock markets, the path to those gains was marked by significant market volatility. A new presidential...

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Reaching New All-Time Highs!

Reaching New All-Time Highs!

In 2023, stock prices started in rally mode and then suffered through a sharp mid-year correction. But the last quarter of the year was an absolute barnburner, with the venerable...

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Rolling Right Along

Rolling Right Along

Bottom line: while stock prices may take a short-term breather, we expect your portfolio to keep rolling right along.This past quarter, stock prices continued to advance as...

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