by Montgomery Gossen | Jul 13, 2026 | Blog
What the crisis of the early 1980s may teach us about today’s projected shortfall. Imagine it is 1982. You are 62 years old and have spent years working, saving, and paying into Social Security. Despite years of high inflation and a struggling economy,...
by Montgomery Gossen | Jun 5, 2026 | Blog
Forward stock price-to-earnings ratios are above historical averages – but what does this mean for long-term investors? Following three consecutive years of double-digit market gains, the S&P 500 continues to reach new highs in early 2026, delivering 11.3% to...
by Erin Despot McMenemon, CFA® | May 12, 2026 | Blog
“Life is long” is not something we hear very often. But as life expectancies increase, investors face a growing challenge: making sure what they have will last across much longer time horizons. The natural response is a greater focus on preservation and safety, but...
by Jonas Lowery, CFP® | Mar 27, 2026 | Blog
The US economy started 2026 on a relatively strong footing, despite AI productivity and labor market fears, uncertainty over FED policy and independence, and geopolitical tensions abounding. Though the markets have reacted only mildly to the developments in Iran (US...
by Joseph "Bo" Billeaud | Feb 11, 2026 | Blog, Bo's Corner
Has there ever been an investable asset that has gotten a worse rap? The chart below shows the performance of gold, dating from 1972 through 2025. Point to point, not too bad at all. And yet, despite this performance record, for the entire 40-year period that I have...
by Erin Despot McMenemon, CFA® | Feb 2, 2026 | Blog
Ever heard of legendary bond investor Howard Marks? Most people haven’t. Bond investing tends to fly under the radar—it’s important, but rarely the headline act. Well, he’s the guy who runs Oaktree Capital, and when he talks about market bubbles, you listen....
