Insights to help you navigate the challenges and complexities of today’s investment world.
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Principle-based investing for long-term investors: Quick links to our Substack articles. Our fund research reports, model portfolios and more are…
Eleven times since 1928 the 10-year yield rose a point or more in a year. Where it started decided how…
How the portfolio is built, and how it held up in Q3 2026
The Bond Market Paid for September
A quarterly look inside the funds that meet our high standards. For research and education, not a shopping list.
Amateurs listen to stories. Professionals follow the evidence.
It's all around you. You just have to look.
The market is rewarding big swings — for now.
The last time everyone rushed into gold, it went nowhere for twenty years.
What forty years of tightening cycles say about stocks, bonds, and the portfolio you already own.
The Answer the Bond Market Was Waiting For
Ten questions no one can answer - and five that actually matter
We believe that investment success requires discipline, patience, and a commitment to investment principles that have stood the test of time. Investment trends come and go, but these core values comprise our principle-based approach:
Maintain a Long-Term Perspective, Focus on Quality and Diversity Because the Future Is Uncertain
Mutual funds and exchange-traded funds provide an efficient and accessible way for investors to own a diversified portfolio of common stocks.
The tariff war is a short-term distraction for investors with long-term goals.
International stocks provide investors with access to global markets, offering diversification beyond domestic equities.
Hedge Funds promise to “hedge” against market downturns, and participate in market rallies. But do they always deliver on their promise?
Why stock market declines can be the long-term investor’s best friend.
What Investors Need to Know about Debt and Deficits
Making small changes can lead to a big improvement in returns
Popular sources for fund ratings can sink your portfolio
We take a closer look at the Fed’s independence
It Cost Investors Hundreds of Billions. Now a major protection just quietly went away.
Part of our Financial Foundations Series
Beyond the Numbers
Remember “Internet Demand is Doubling Every 100 Days”?
When the stock market reaches a new high, investors naturally wonder if a correction is imminent.
Don’t Risk Your Future with Speculative Investments
Why investors should resist the urge to panic
What the Numbers Say-And Who’s to Blame
October 9, 2026
100 articles from the newsletter on markets, investing principles, private markets and AI. Fund research reports, model portfolios and Investment Academy are at InvestmentInsights.com
Read on Substack →October 8, 2026
Eleven times since 1928 the 10-year yield rose a point or more in a year. Where it started decided how much it hurt, and a good bond manager keeps both…
Read on Substack →October 5, 2026
How the portfolio is built, and how it held up in Q3 2026
Read on Substack →October 1, 2026
The Bond Market Paid for September
Read on Substack →September 28, 2026
A quarterly look inside the funds that meet our high standards. For research and education, not a shopping list.
Read on Substack →September 28, 2026
Amateurs listen to stories. Professionals follow the evidence.
Read on Substack →