The midterm election certainly increased market volatility - at least for a few days. The first day post-election produced the largest one-day rally ever after a midterm election while the second day more than erased all those gains. Most of the negative action initially hit the large tech firms whose fortunes are increasingly tied to artificial intelligence, and which have lately been making up a big part of the S&P 500’s total capitalization. But then startled traders sta

Bear markets feel like a crisis while you’re in one, but history shows they’re a normal part of investing. In this episode, Tyler and Jordan use S&P 500 history to show how often they happen, how long they last, and why the right allocation and staying invested matter more than timing the market.

Tyler and Nick break down what’s driving S&P 500 earnings growth, why a small group of tech and energy companies is doing much of the heavy lifting, and what bank results, valuations, and AI investment could signal about the months ahead. They also explore whether strong earnings can keep the market climbing without further valuation expansion.

After years of Five-Minute Finance with LVM Capital as an audio-only podcast, we’re bringing our conversations to video. Our discussions often lean on charts and data, and now you can see them on screen as we talk through them. Welcome our new show: Conversations with LVM Capital. Join us as we discuss what is moving the economy, markets, stocks, and personal finance. Subscribe on YouTube to watch new episodes and follow along with the charts. On this episode, Tyler and Dr

With the midterm elections on November 3, the political ads are everywhere, and a familiar question is starting to come up in our client meetings: Should I do anything with my portfolio before the election? Our short answer is no. History shows that midterm years can be bumpy for markets, but it also shows that the results of an election have been a poor guide to what markets do next. Here's what the data says: The midterm pattern: a bumpy ride, then a better year Midterm yea