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Tyler and Jordan discuss stock market returns to start 2023, historical returns in the fourth quarter after poor returns in August and September, investing for the longer-term, improving yields for future fixed income returns and more.
Charts Discussed:
The S&P 500 has rebounded to start the year gaining 9.6% in the first 5 months. Much of the return is concentrated in the top 10 largest components of the S&P 500 as the S&P 500 equal weight index is
Tyler and Jordan review the “Momentum Factor” in our fourth and final installment of the fundamental factors of investing. Momentum investing is a strategy that seeks to profit from the continuance of
Tyler and Chuck discuss the recently passed SECURE 2.0 Act by congress and some of its benefits for retirement savers. Some key takeaways include, Required Minimum Distribution (RMD) age increasing to