Our Blog
Market Insights
Understanding markets shouldn't require a finance degree.
Charts, data, and monthly commentary—translated into practical insights you can use. Bob shares his analysis of current market conditions and what they mean for investors like you.
Stay Informed Without the Overwhelm
Quarterly Market Outlook for Q4 2026: Rising Rates, New Market Highs, and Fed Hikes
The third quarter was mixed for investors with two major drivers impacting portfolios. On the one...
Monthly Market Update for August 2026: Rising Yields, Strong Earnings, and Trade Uncertainty
August was another example of the idea that strong markets do not require a picture-perfect...
Record U.S. Debt, but Interest Costs Are In Line
The U.S. debt crossed $40 trillion this week and the headlines were everywhere. This chart looks...
Monthly Market Update for July 2026: AI Volatility, Rising Yields, and Middle East Tensions
Markets experienced a challenging environment in July with major indices ending the month slightly...
Trump Accounts: New Ways to Support a Child’s Financial Future
A famous quote by Warren Buffett is that “someone’s sitting in the shade today because someone...
Mid-Year Outlook 2026: Key Investor Lessons for the Second Half of the Year
There is a saying that smooth seas do not make skillful sailors. When it comes to investing, at no...
Making Sense of Recent Market Volatility
The stock market has experienced historically strong returns over the past quarter, so the latest...
Volatility and Returns Following New Fed Chairs
On May 22, 2026 Kevin Warsh was sworn in as the new Federal Reserve Chairman. Below are the S&P...
Interested in SpaceX? Here’s What History Says About Mega IPOs
Here are the key takeaways: Measuring the Biggest U.S. IPOs: This chart ranks the 10 largest U.S....
What Seasonal Patterns Like “Sell in May” Mean for Investors
The human brain is excellent at finding patterns, a skill that has evolved to help us across many...
Monthly Market Update for April: New All-Time Highs Despite Market Uncertainty
April's performance is a reminder that markets can experience strong rebounds even in the face of...
S&P 500 closing at 7,000 for the first time in its history
We celebrate the S&P 500 closing at 7,000 for the first time in its history. To put the moment in...
Global Macro Commentary – April 2026
Key Takeaways Market regime shifted sharply in Q1 2026: focus moved from AI-led growth optimism to...
Global Macro Commentary – Mar 2026
Key Takeaways Markets are holding up despite geopolitical turmoil, but the outlook is shifting...
What Happens to Stocks After a Surge in Oil?
Here are the key takeaways: Measuring Oil Surges & Stock Returns: The chart illustrates how the...
What History Says About Geopolitical Crises:
Over the weekend, tensions in the Middle East escalated. This chart helps put the potential market...
Do Today’s Historically Low Income Tax Rates Surprise You?
Do today's historically low income tax rates surprise you? Here is over 100 years of the top...
Global Macro Commentary – Feb 2026
Key Takeaways Investors shifted from pure AI enthusiasm to a “debasement trade,” buying gold and...
Employee 401(k) contribution limits have evolved over time
Employee 401(k) contribution limits have evolved over time. The data highlights the steady...
Global Macro Commentary – Jan 2026
Key Takeaways 2025 recap: central‑bank easing into year‑end lifted equities—US ~+18% and non‑US...
Asset Class Returns in 2025
Here are some insights regarding asset class performance for 2025: The data from this past year...
Global Macro Commentary – December 2025
Key Takeaways Equities: The dominant theme in global equity markets during November was a rotation...
Average Return by Month in the S&P 500
Today we are showing you a chart breaking down the average monthly return of the S&P 500 since...
Bond Performance by Segment in 2025
The stock market has dominated headlines in 2025, but it is important to highlight that bonds are...
Are We In A Bubble? Valuations In Dotcom Bubble vs Today
Are We In A Bubble? Comparing Dotcom Valuations to Today's Market When clients express concerns...
Cycles of Gold vs S&P 500 Performance
Understanding Cycles of Gold vs S&P 500 Performance In the world of investing, few debates are as...
The Randomness of the Stock Returns
The Randomness of Stock Returns: What Nearly 100 Years of Data Teaches Us One of the most...
S&P 500 Sector Performance in 2025: Looking Beyond the Headlines
S&P 500 Sector Performance in 2025: Looking Beyond the Headlines If you've been following...
How Has The S&P 500 Performed During Government Shutdowns?
How Has The S&P 500 Performed During Government Shutdowns? Government shutdowns tend to generate...
What Do Rate Cuts Mean For The Stock Market?
S&P 500 Performance Following Rate Cuts When the Federal Reserve starts cutting interest rates,...
Time Between S&P All Time Highs
When Markets Take Their Time: Understanding Gaps Between All-Time Highs While we've discussed how...
Recall, The 2000s Were a Lost Decade
Recall, The 2000s Were a Lost Decade When we talk about long-term investing, it's easy to assume...
Putting Mag 7 Market Cap Into Perspective
The Power of Seven: Visualizing Market Concentration When people talk about market concentration,...
Historically, All-Time Highs Tend to Cluster
Understanding Market Momentum Patterns Here's a fascinating pattern that emerges when you look at...
All-Time Highs in the S&P 500 are Common
A Visual Look at Market Milestones If you look at the chart below, you might be surprised by just...
Don’t Fear All-Time Highs
Don't Fear All-Time Highs: What History Tells Us When the market reaches all-time highs, it's...
U.S. Average Effective Tariff Rate
U.S. Tariff History: Keeping Perspective on Trade Policy If you've been following the news lately,...
Lets keep in touch
Join the Newsletter
Subscribe to my FREE newsletter to my insights content delivered straight to your email inbox.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.