Investment Insights
Insights to help you navigate the challenges and complexities of today’s investment world.
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Outlook and Opportunities
Learn MoreInvestor Academy — Guided by Principles
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
Links:
- Developing a Plan
- Building a Portfolio
- Asset Allocation
- Asset Mix
- Implementation
- Investment Choices
- Mutual Fund Investing
- ETFs
- Understanding Stocks
- Understanding the Bond Market
- Index Funds
- International Investing
- Real Assets — Gold and Real Estate
- Alternatives
- Essential Knowledge
- Understanding Investment Performance
- Dealing with Difficult Markets
- Managing Risk
- Learn from the Best
- Tax Strategies
- Politics & Policies
- Debt & Deficits
- Investment Principles for Life
- Thoughts for Your Future
- Some Final Thoughts
The Case for Equities
Mutual funds and exchange-traded funds provide an efficient and accessible way for investors to own a diversified portfolio of common stocks.
Forecasting Follies
The tariff war is a short-term distraction for investors with long-term goals.
The Case for Global Diversification
International stocks provide investors with access to global markets, offering diversification beyond domestic equities.
Hedge Funds
Hedge Funds promise to “hedge” against market downturns, and participate in market rallies. But do they always deliver on their promise?
Don't Fear the Bear
Why stock market declines can be the long-term investor’s best friend.
Debt and Deficits: Perspectives for Investors
What Investors Need to Know about Debt and Deficits
When Being Average is Actually Really, Really Bad
Making small changes can lead to a big improvement in returns
The Rear-View Mirror Approach to Investing
Popular sources for fund ratings can sink your portfolio
Can the President Really Fire Jerome Powell?
We take a closer look at the Fed’s independence
The Investor’s Advocate
It Cost Investors Hundreds of Billions. Now a major protection just quietly went away.
Understanding the Stock Market
Part of our Financial Foundations Series
Monthly Market Commentary – January 1, 2026
The U.S. Economy is Cooling, But Not Cracking.
Reflections
Beyond the Numbers
Lessons from the Last Bubble: Just Because Everyone Repeats Something Doesn’t Make it True.
Remember “Internet Demand is Doubling Every 100 Days”?
Is a Stock Market Correction?
When the stock market reaches a new high, investors naturally wonder if a correction is imminent.
Are you an Investor or a Gambler?
Don’t Risk Your Future with Speculative Investments
Could Everything You Think About Tariffs and Inflation Be Wrong?
Why investors should resist the urge to panic
Is There Really an Affordability Crisis?
What the Numbers Say-And Who’s to Blame
