Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: Despite a U.S. government shutdown and the resulting “data blackout,” stocks advanced marking yet another week of resilience. The S&P 500 rose 1.1%, the Nasdaq 1.3%, and the Russell
1. Investors should own the future - not chase the past James and Kim emphasize that true portfolio resilience lies in positioning for tomorrow’s breakthroughs, not merely tilting toward what’s been successful yesterday. The argument: structural change (technology, biology, climate, etc.) will reshape markets, and those who underweight
Talking Points for The Quarter That Was and for The Quarter Ahead Executive Summary Sparks * Last Quarter: The S&P 500 gained +7.8% in Q3, well above historical averages. U.S. stocks are now up +13.7% YTD, an impressive +34% rebound from April’s lows. * The Quarter
Along with co-host Robyn Murray, I recently had the pleasure of speaking with Wes Gray, founder of Alpha Architect (and ETF Architect), on the Invest Well, Be Well podcast. Wes is one of the most disciplined and transparent investors I know, and our conversation was packed with insights that apply
When I get asked what my favorite podcast episode of Invest Well, Be Well is, it’s always a tough question. It’s kind of like picking a favorite child. That said, our interview with Dick Fredericks has to be on the short list. Dick is clearly worthy of anybody’
Talking Points for the Week That Was and For the Week Ahead Executive Summary Sparks * Last Week: Stocks pulled back as Fed officials signaled caution on rate cuts. The Nasdaq fell the most (-0.7%) while the Russell 2000 saw its first weekly loss since early August. Energy was the
One of the great things about hosting Invest Well, Be Well is the opportunity to talk with people who bring energy, optimism, and deep experience to investing. My recent conversation (along with co-host Robyn Murray) with Darol Ryan was just that. Darol has built a remarkable career on Wall Street
Talking Points for the Week That Was and the Week Ahead Executive Summary Sparks * Last Week: Major U.S. stock indexes hit fresh record highs after the Federal Reserve cut interest rates for the first time since 2024. Earnings optimism helped fuel gains, with small caps finally breaking out to
Recently I had the opportunity (along with podcast co-host Robyn Murray) to interview my good friend, fellow Babson College alum, and one of the true OGs of the ETF ecosystem, Tom Lydon, for an episode of Invest Well, Be Well. Tom’s knowledge of ETFs is second to none, but
There have been three articles that recently came out that highlight the realities of investor behavior. These pieces matter because the most important return isn’t always the investment return—it’s the investor return. In other words, how much do investors actually earn over time? Historically, the answer has
One of my favorite parts of hosting Invest Well, Be Well is having the chance to talk with leaders who bring both wisdom and practical tools that can help us all invest wiser and live stronger. My recent conversation (along with co-host Robyn Murray) with Brent Widman (leadership coach, speaker,
On my prior podcast called The Weighing Machine, my co-host Robyn Murray and I closed our conversations by asking guests about their favorite entertainment and educational choices. These were some of the most interesting answers—not only because they revealed personal tastes, but because they highlighted how leading investment professionals