We have used most of the superlatives we know to describe corporate America’s stunning performances over the past two earnings seasons. Despite lofty expections, results exceeded estimates by the biggest margins we’ve ever seen (and one of the authors of this report...
Rising Premiums Employer-sponsored health insurance premiums have increased much faster than general inflation, but the percentage paid by workers has dropped. More Details Should You Speed Up Your Retirement Plans? The pandemic caused a lot of people to rethink their...
Last week, Congress was able to push back a fast-approaching deadline for raising the debt ceiling to December. Markets applauded the move with a relief rally. Despite decreased uncertainty in the near term, we may be confronted with the same problem again in a couple...
As we highlighted a month ago, September has spelled trouble for stocks historically. Right on cue, the S&P 500 Index slumped 4.8% last month, its first monthly decline since January 2021. After such a strong rally since the pandemic low in March 2020 without so...
Dear Valued Investor, One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now, there is no shortage of changes to think...
