Market Insights

A woman holding a cup of coffee in her hands.

Mean Reversion, A Cornerstone of Investment Theory

Reversion to the mean is a cornerstone of investment theory, reflecting the idea that over...
Two people sitting at a table with laptops.

Custom Portfolios, Young Investors

In recent years, a notable trend has emerged among younger investors: an increasing reluctance to...
A person holding papers and looking at their phone.

New Market Highs, Forget About It!!

The frequent attention to stock market indices reaching new highs may seem like a sign...
A train station with a sign on the wall.

The Subway and the Rolls Royce: Warren Buffett’s Insight on Investor Behavior

Warren Buffett’s iconic quote, "Wall Street is the only place that people ride to in...
A woman sitting at a table with her laptop.

The Inverted Yield Curve: Not Always What You Think

The inverted yield curve, a phenomenon where short-term interest rates exceed long-term interest rates, has...
A man sitting on the couch talking to another person.

The Psychology of Investing: Beyond Intelligence

Warren Buffett's profound observation, "Success in investing doesn't correlate with IQ once you're above the...
A close up of the numbers on a screen

The Significance of New Market Highs: A Long-Term Perspective

The stock market is a dynamic and unpredictable entity, characterized by periods of growth and...
A woman sitting at her desk writing on paper.

The Value of Active Management: Beyond Market Outperformance

While the allure of outperforming the market is strong, it's important to recognize that for...
A person is signing papers on top of the table.

Understanding Your Financial Advisor’s Limitations

The relationship between an investor and a financial advisor is a partnership built on trust...
A wooden board with scrabble tiles that say " decide, commit, repeat ".

Decisiveness: The Cornerstone of Successful Investing

In the complex and often turbulent world of investing, indecision can be a silent saboteur...