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Blog

Quarterly Market Review: Q1 2022
07 Apr
Market Review

Quarterly Market Review: Q1 2022

  • July 14, 2024
  • By author-avatar Zack Armstrong
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Long bridge between lake, man walking on it.
06 Apr
Diversification, Investment Ideas, Retirement Planning, Tax Management

Retirement Preparation Mistakes

  • November 23, 2022
  • By author-avatar Zack Armstrong
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  Why are they made again and again?   Provided by Zachary H Armstrong, CFA   Much is out there about the classic finan...

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2 people sitting on camp chairs
23 Mar
Diversification, Retirement Planning

Impacts of Market Cycles on Retirement

  • February 20, 2023
  • By author-avatar Zack Armstrong
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  Sequence of returns can play a role in your overall portfolio.   Provided by Zachary H. Armstrong, CFA   A thoughtful...

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A rollercoaster
26 Jan
Evidence Based Investing, Investment Philosophy, Market Timing

Stock Gains Can Add Up After Big Declines History Mentions

  • February 20, 2023
  • By author-avatar Zack Armstrong
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  Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, be...

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A Recovery Amid Challenges Of 2021 Market
11 Jan
Diversification, Evidence Based Investing, Investment Ideas, Investment Philosophy, Market Review

A Recovery Amid Challenges Of 2021 Market

  • February 20, 2023
  • By author-avatar Zack Armstrong
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. KEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing hi...

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Man standing on the edge of a cliff
27 Dec
Evidence Based Investing, Investment Ideas, Market Timing

Why a Stock Peak Isn’t a Cliff

  • July 14, 2024
  • By author-avatar Zack Armstrong
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Stack of vegetables affected by inflation
29 Nov
Retirement Planning

Is Inflation Peaking?

  • November 23, 2022
  • By author-avatar Zack Armstrong
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  One lesser-known indicator is called the Baltic Dry Index.  Provided by Zachary H. Armstrong, CFA  You see it in prices...

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A stethoscope lying on surface
17 Nov
Retirement Planning

The Misspent Advantage Of Health Savings Account

  • February 20, 2023
  • By author-avatar Zack Armstrong
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  Provided by Zachary H. Armstrong, CFA Healthcare can be one of the priciest yet essential parts of life’s journey. And yet...

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Person enveloped in darkness
17 Nov
Evidence Based Investing, Investment Philosophy, Market Timing

Should Market Valuations Be Investor’s Concern?

  • March 18, 2025
  • By author-avatar Zack Armstrong
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  Warwick Schneller, PhD Senior Researcher and Vice President, Dimensional Fund Advisors Investors often look for signals...

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Quarterly Market Review: Q3 2021
13 Oct
Market Review

Quarterly Market Review: Q3 2021

  • July 14, 2024
  • By author-avatar Zack Armstrong
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