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BEYOND THE NUMBERS

An online journal of our latest views and no-nonsense financial education.

September 4, 2019

Around the beginning of every year, most major financial publications print articles with interviews of market experts talking about what they expect in the com...

August 1, 2019

The second quarter of 2019 continued the positive returns from the first quarter, although not as robustly. In our latest investment briefing, found here, we lo...

February 6, 2018

2017 was one of the least volatile years in US stock market history, with most major indices enjoying 20% or more in positive returns. What might that tell us a...

May 3, 2017

Are you ready for the next hot IPO?

An initial public offering, or IPO, issued by a popular company can seem like a very tempting opportunity to buy into an earl...

February 24, 2017

When the DOW surpassed 20,000 recently, many people predicted an immediate market correction.  Thus far, they’ve been wrong.  And while it’s quite attention gra...

October 25, 2016

To say the least, this year's US Presidential election has been unsettling and extremely polarizing. Partisan rancor has the nation divided, and cautious invest...

October 6, 2016

Are you expecting a financial windfall? Receiving a large inheritance or other sizable sum of money is a stroke of good fortune that most of us believe only hap...

September 13, 2016

What should investors do when markets get bumpy?  

When markets are volatile, it's tempting to change something in your investment plan simply because other inve...

August 2, 2016

After the market staged an impressive recovery off of its swoon during the first two months of 2016, and then weathered the UK's June Brexit vote, we are mindfu...

June 24, 2016

Yesterday, by a narrow margin, the citizens of the United Kingdom voted to exit the European Union. This move was quite unexpected by financial markets, as poll...

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