2025 in Review and What You Should Know
2025 was a year marked by policy changes that set long-standing assumptions in motion. These changes could have short-term, medium-term, and long-term effects on savers and investors.
“The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’” – Sir John Templeton
Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: "The four most dangerous words in investing are: 'This time it’s different.'"
August 2024 Market Update
After a rough week in the global markets, the Japanese stock market experienced a significant drop of 12.4% last night—the largest single-day loss since the 1987 crash.
What Happens Next: Fitch Downgraded the U.S. Credit Rating, Lessons from 2011, and Current Market Outlook
In a surprising move, Fitch downgraded the U.S. credit rating from AAA to AA+ due to "expected fiscal deterioration" and the impact of the recent debt ceiling fight.
October 2022 Market Update
Inflation and the bear market.
April 2022 Market Update
The markets had the worst 4 months to start a year since 1939. Why?