Quarterly Market Review – Q4 2020
For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review: ...
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Client Letter – Q4 2020
Published: January 18, 2021During the past quarter, the best performing asset classes were U.S. small, U.S. small value, and international large value stocks. The following chart shows the 3-month, 1-year, and 20-year performance ...
Quarterly Market Review – Q3 2020
Published: January 18, 2021For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review: ...
Client Letter – Q3 2020
Published: January 18, 2021During the last quarter, the best performing asset classes were U.S. large stocks, international small stocks, and emerging markets stocks. The following chart shows the 3-month, 10-year, and 20-year ...
Think Twice Before Chasing the Biggest Stocks (such as FAANG)
Published: January 18, 2021It’s very tempting to see the returns on the FAANG stocks—Facebook, Amazon, Apple, Netflix, and Alphabet (Google’s parent company)—and to want to replicate their success in your own portfolio. ...