The Fixed Income Market in 2026
The Bloomberg US Aggregate Bond Index tracks a broad swath of the U.S. investment-grade...
Category: Articles
Rising U.S. Household Delinquencies: A Closer Look at the Data
The latest figures on U.S. household debt paint a picture of rising delinquencies. Looking...
International vs US Stocks: What Do I Really Own?
Determining what portion of your investments are foreign vs domestic has become increasingly difficult...
Military Conflicts: A History of the S&P 500
The S&P 500 has demonstrated remarkable long-term resilience through nearly a century of global...
The P/E Ratio Divide: Mega-Cap Premiums vs. the Broader Market
The P/E ratio measures how much investors are willing to pay per dollar of...
Trump Accounts: Overview and Key Features
Trump Accounts are a new type of tax-advantaged savings account for children, created under...
The Forecasting of Interest Rates
From the aftermath of the 2008 global financial crisis through the low-rate era of...
Private Credit: Understanding the Risks
The private credit market has experienced explosive growth in recent years, emerging as a...
Small & Mid Cap Stocks: A 30-Year Perspective
A striking chart sourced from Bloomberg monthly data via First Trust reveals a clear...
A Tale of Two Eras
From the early 2000s through roughly 2010, the story was one of U.S. underperformance....