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Q2 2023 AssetClass Returns Chart

Portfolio Review – Q2 2023

Stock market returns for the second quarter bear a striking resemblance to what occurred in the first quarter: US, international, and emerging…

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Chart Investment Diversification

Are Stocks Too Expensive? – Q1 2023

Is the stock market overvalued? For a long time, the answer was a definite yes. After last year’s 18% decline, the S&P…

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Q4 2023 Asset Class Returns Chart

Portfolio Review – Q1 2023

After experiencing a year of weak returns, both the stock and bond markets got off to a strong start in the first…

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