Reports
2025 Fourth Quarter and Annual Report
Equity Markets The following table lists the returns and earnings yields of the stock market: Data Sources: Yahoo & ETF.com The best performing indices in 2025 were international stocks. It
2025 3rd Quarter Report
Equities Data Source: ETF.com, Morningstar, & Refinitiv The third quarter stock market performance can best be characterized as “speculative”. The best performing stocks this quarter in the above table were
2025 2nd Quarter Report
stocks Data Source for Returns Data: Yahoo Data Source for Earnings Yield: Vanguard, ETF.com, Barron’s, FullRatio.com The stock market increased by 10% in the second quarter. What is most interesting
2025 1st Quarter Report
STOCKS The global stock markets returned -1.3% in the first quarter of 2025. The United States stock market returned -5.17% in the first quarter of 2025. Value vs. Growth The
Asset Class Correlation Effect
Legendary hedge fund manager Ray Dalio credits his consistently remarkable investment returns to his holy grail theory. When dissected, the principle of Strategy Correlation can be found at the very
3-Step Approach To RSU Planning
Equity-based employee compensation continues to become more and more popular as the technology sector of the market dominates the major indices and the headlines. Expanding valuations of publicly traded employer