How one emotion can change how you see the world.

The strong dollar poses a threat to earnings that hasn't yet been fully appreciated.

Our thoughts continue to be with the Gulf Coast as many experience the impact of Hurricane Ian, a Category 4 storm that recently made landfall.

The 2022 bond market so far has been the worst in history. Do active portfolio managers see hope for fixed income investors anytime soon?

During the September Federal Open Market Committee (FOMC) press conference, Chairman Jerome Powell noted that the Committee would like to see positive real rates across the entire yield curve as one indication that they have reached an appropriate policy stance.

Connecting life principles to investment principles is a powerful way to ground abstract principles in reality, and to connect over universal experiences and feelings.

The short-term outlook for equities remains challenging while high-quality intermediate to long duration core bonds may be the most attractive sectors within fixed income.

The bedrock component of Dimensional’s investment approach is broad diversification, which we think is a great risk control in environments like this.

A mix of stabilizing interest rate differentials between the U.S. and developed markets, combined with more confidence around global growth, is needed.

We now have two of the three ingredients for stagflation—high inflation and low or no economic growth—but we are missing the third, high unemployment.

Although tech and other growth stocks may suffer through more September volatility, the longer-term outlook is more encouraging. The economy is softening, not collapsing, valuations are more interesting and real rates have already adjusted.

New Capital now offers Guideline’s 401(k) plans to clients for their businesses. View Guideline’s “Evolution of the 401(k)”

Public pension funds from Florida and Texas, two states that have vocally criticized sustainable investing in recent months, have overwhelmingly voted for sustainable-investing practices in the past,

Plus, a trip to Bizarro ESG World.

Investors advocating for the superiority of growth firms, such as the FAANGs, are inadvertently making the case for their expected future cash flows to be discounted at a lower level.

The key to weathering market volatility is simple: keep your long-term perspective. For charitably minded individuals, that advice goes one step further: keep giving, but make sure you’re giving strategically.

Vanguard September market perspectives offers global economic and security returns forecasts.

But near-term recession risk remains moderate.

The Inflation Reduction Act advances key climate goals on the Administration’s agenda while reducing the deficit over the next decade.

Dividend payments could increase more than expected when this tax goes into effect next year.