Time in the Market

Chart Content: Annualized S&P 500 Index returns over the past 25 years compared to annualized S&P 500 Index returns over the same time frame when missing the top 10, 20, 30, and 40 days in the market. Chart Significance: Missing the best-performing days in the...

10-Year Annualized Rolling Returns

The chart below is a continuation of our 2014 series and tracks the 10-year rolling annualized returns of the Standard & Poor’s (S&P) 500 Index. Each year represents returns from the previous ten years, and it includes the year presented. For example, the...

Our View of 2024

Increasingly Optimistic Consumer health will dominate headlines in 2024 as the eventual recession becomes a reality. The onset of a recession is a lagging indicator and represents a normalized shift in the business cycle, one that has occurred every 6.5 years since...

Are The Federal Reserve’s Actions Working?

  The Quick Take: The actions of the Federal Reserve in raising interest rates appear to be working. Retail sales slowed in October. Slower growth in spending does not mean that spending has halted. Inflation slowed once again last month, adding further credence...