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Miles Putnam, CFA® | Sep 02, 2025

September Investment Comments

The S&P 500 reached an intraday high of 6,457 on July 28th, nearly triple its lowest point of 2020. The NASDAQ continued setting new highs into August...
N/A | Sep 02, 2025

Bragging Rights and Red Flags

A friend recently sent me a video from Instagram promoting an “AI-powered day trading bot.” The pitch was clean, fast, and convincing. Fund a brok...
James M. Skubik, CFA® | Aug 01, 2025

Blurred Lines

A few years ago, Hendrik Bessembinder, a finance professor at Arizona State, conducted a study of stock market returns over the past century that yiel...
Eric Wathen, CFA® | Aug 01, 2025

August Investment Comments

The first half of 2025 has presented investors with a paradox. Equity markets have demonstrated remarkable resilience, staging a powerful recovery fro...
Miles Putnam, CFA® | Jul 01, 2025

The Cost of Driving and Thriving

A recent press release from the Bureau of Labor Statistics tells me that the cost of living is rising at only a measured pace. The latest Consumer Pri...
James M. Skubik, CFA® | Jul 01, 2025

July Investment Comments

On the back of easing trade tensions, markets have staged an unusually rapid recovery from a tariff-induced near bear market about two months ago. The...

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