
Outperforming the S&P 500 in 2020
From the desk of Dan Seder:
Are We There Yet?
When researching family...

Healthy Consolidation in Technology
From the desk of Dan Seder
Sector rotation is the lifeblood of a bull market. Cyclical sectors...

The "Big Company" Effect
From the desk of Dan Seder, CFA, CMT, CFP®
The S&P 500 was up over 2%...

The Next 96 Hours May Get Crazy: Focus on the Long-Term
From the desk of Matt Mondoux, CFA, CMT, CFP®
Markets can and will experience...

Consumer Strength
From the desk of Dan Seder
Discretionary stocks have outperformed the S&P 500 Index since...

Election Uncertainty
From the desk of Dan Seder, CFA, CMT,...

CEO Optimism Turning a Corner?
From the desk of Matt Mondoux, CFA, CMT, CFP®
Confidence levels among U.S. CEOs are...

Reality Check
From the desk of Dan Seder, CFA, CMT, CFP®
Yes, equities have rallied since the end of...

Who Says Indices Aren’t Actively Managed?
From the desk of Matt Mondoux, CFA, CMT, CFP®
The Dow Jones Industrial Average (the...

New Fed Policy: Average Inflation Targeting
From the desk of Dan Seder, CFA, CMT, CFP®
In a subtle but important change to policy, Fed...

S&P500 Market Capitalization
From the desk of Dan Seder, CFA, CMT, CFP®
Apple (ticker: AAPL) recently topped $2 TRILLION...

Market Recovery
From the desk of Matt Mondoux, CFA, CMT, CFP®
WOW! The S&P 500 clocked an all-time...

Continued Higher Retail Sales Numbers Point to Strengthening Consumer Economy
From the desk of Dan Seder, CFA, CMT, CFP®
Is that stimulus check still burning a hole in...

Dan Gilbert, Detroit Native, Rockets to 28th in World Billionaire Ranking
From the desk of Hayden Kibbey, BCP Intern
Dan Gilbert, Detroit native and founder of Rocket...

S&P 500 Equal Weight Points to Strong Market Rally
From the desk of Omar Ezz, CFP®
It’s easy to dismiss the move off the March lows as...

Refinancers Beware
From the desk of Omar Ezz, CFP®
When compared to today’s historically low 30 Yrs....

Market Breakout Confirmation
From the desk of Matt Mondoux, CFA, CMT, CFP®
The basis for the stock market rally has more...

2020 Roth IRA Guidance
From the desk of Naoko McKelvey, CFP®
You have until July 15th to make your 2020...

Emerging Markets Continue to Face Headwinds
From the desk of Omar Ezz, CFP®
Emerging Markets face several COVID-related headwinds (poor...

Record Spread Between Bond and Utility Yields
From the desk of Matt Mondoux, CFA, CMT, CFP®
Utility stocks tend to be the most interest...