October 2022: From Turbulence to Takeoff: Why the Next Big Move Could Be Up

Over the last few weeks, many people have asked us, “When do you think the stock market will bottom?” We usually avoid these types of questions, as answering them implies a level of foresight that humans just don’t generally possess. However, this week we’ll attempt to give you a glimpse into the types of information we […]
September 2022: A Measured Outlook: Navigating Volatility with Discipline and Valuation Insight

This week we thought we’d better discuss the stock market and our latest thinking. In the past two weeks, the S&P 500 has declined by nearly 10% (as of this writing) and is back down to the lows for the year last reached in mid-June. Year-to-date (ytd), the S&P 500 has declined by almost 22%. […]