If it feels like growth investing has been dominating the markets for a while, you’re absolutely right. Growth has continued to outpace value, marking a trend that’s been hard to ignore. But does this mean value investing is dead? Not so fast. Let’s zoom out: A Historical Perspective Since 2007, growth has outperformed value in […]
2024 was a banner year for U.S. Large Cap stocks, with the S&P 500 outperforming International Developed equities (EAFE) by an impressive 22.5%. This extraordinary gap has many asking, “Is diversification dead?” 2024 in Context To truly appreciate the magnitude of last year’s performance disparity, consider this: since 1970, there have been only two other […]
Investing can be an emotional journey. In both rising and declining markets, it’s all too easy to fall into the trap of making emotional decisions—often at the worst possible times. That’s why sticking to a well-thought-out plan is crucial. Let’s look at the facts: The Odds Are in Your Favor Since 1929, the stock market […]