Nearly 100 years of stock market data tells a clear story. The real challenge isn't knowing how to build wealth in the markets. It's staying rational long enough to allow the markets to work. 

Turn on financial news during a rough stretch in the market and you'll hear words like "crash," "collapse,...

Not long ago, a client emailed me asking if we had any exposure to business development companies (BDCs) in his portfolio. He was asking because he clearly noticed media headlines about steep declines in software stocks and BDCs.  The catalyst was the theory that AI is going to displace the need for...