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Overall Risk-Taking Score

  • The overall environment for accepting investment risk is neutral.
  • US Economic recovery solidly on track, and the...
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Risk assets continued their upward trajectory last week, with nearly every major equity index posting positive returns through Friday. The S&P 500 (a...

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Investment Peaks

October 20, 2021 Will Sorrell

At the end of 2020, I happened upon an article with a gripping headline. “What if you only invested at market peaks?”

The article comes with a short,...

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Equity markets surged higher last week as earnings season got off to a great start. Several large banks reported strong earnings, which helped push...

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If you checked your investment balance at the end of the quarter, you may have noticed a pullback in your equity holdings. On September 30, the...

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After initially falling early in the week, equity markets crawled back into positive territory by the end of week despite a weaker than expected jobs...

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Overall Risk-Taking Score

  • The overall environment for accepting investment risk is neutral.
  • US Economic recovery solidly on track, though...
Read More

It was a volatile ride for investors last week, as global equity markets declined significantly on Monday before spending the rest of the week...

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Global equity markets declined for the second week in a row, as the S&P 500 (a proxy for large-cap US stocks) lost 0.5% and the MSCI ACWI (a proxy...

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