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Special Reports

2020 Elections

October 26, 2020

A historical look at how market indices have performed during or after a US presidential election.

The Index Bogeyman

April 6, 2019

Has index investing distorted markets? Will it continue to be a good investment style in the future?

Why Should You Diversify?

December 5, 2018

Why diversify? Do I need to own more than an S&P 500 index fund?

Alternative Reality

August 2, 2018

Do alternative investments have a place in a diversified portfolio? G/P/S Investing™ suggests these assets may not have benefits for reducing volatility or increasing returns.

The Randomness of Global Equity Returns

June 21, 2019

Can we predict the market returns of countries?

Getting to the Point of a Point

March 5, 2019

What does it mean for your portfolio when the "Dow rallies (falls) 500 points"?

The Flat-Out Truth; A Yield Curve Report

November 18, 2018

What is a yield curve, and why are stock investors interested in its shape?

Where's the Value?

July 3, 2018

Why have investors not realized a premium from value investing in recent years? Should we be concerned?

The Uncommon Average

May 4, 2019

What is the average rate of return we should expect? How often has the market actually delivered that average?

Déjà Vu All Over Again

February 4, 2019

Investment fads come and go, but should we follow them?

Midterm Elections & Stock Markets

November 1, 2018

What can we learn from the history of midterm elections and financial market returns?

The Impact of Inflation

June 15, 2018

How should our portfolio strategy compensate for inflation?

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