As we approach the end of 2025, I had a good discussion with clients about returns and various ways to evaluate them. I thought it would be a helpful discussion to share This picture is the perfect one to summarize the concept of market returns and how to evaluate returns. As the famous saying goes […]

Another month has come to and end. This one was far kinder to asset class returns. See for yourself – a summary of several index returns is provided below. In two words.. Much Better!

It was certainly a very challenging start to the year for investors. Virtually every asset class experienced materially negative returns. If you would rather cover your eyes, I certainly understand. Just remember – markets go thru phases. We’re in the middle of a very difficult one – but like all the other phases (even the […]