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Q4 2022 Asset Class Returns Chart

Portfolio Review – Q4 2022

Stock and bond markets enjoyed some relief to close out 2022 after dismal returns for most of the year. The S&P 500…

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200 Years 0f U.S. Interest Rates

Low Investment Returns Could Persist – Q4 2022

The S&P 500 had its worst year since 2008 and bonds just wrapped up their worst year ever. However, inflation seems to…

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Chart Investment Diversification

Portfolio Diversification Still Works

We have laid out both the positive Bull Market Case (See related video) and  the negative Bear Market Case (See related video) cases for the capital…

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