As you may or may not have seen, there has been a bit more volatility in the markets than usual. And by “volatility” we are talking about downside moves since no one complains about volatility on the way up. A correction is typical and healthy in bull markets, and this one is no different. All of th...

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...