Insights
Everything we've published on Investment Oversight.
August Returns (including dividends): S&P 500: 2.7% S&P 500 Equal-Weight: 2.1% Dow Jones: 1.5% Nasdaq: 3.9% MSCI EAFE: 2.0% MSCI Emerging Markets: 3.4%…
4 min read · September 28, 2026
July Returns (including dividends): S&P 500: -0.1% S&P 500 Equal-Weight: 1.0% Dow Jones: 0.4% Nasdaq: -3.2% MSCI EAFE: 2.0% MSCI Emerging Markets: -3.1%…
4 min read · August 20, 2026
One year ago, I wrote a piece that I would like to recirculate. A lot can happen in a year. People learn, develop, and grow…but these usually require a…
4 min read · August 20, 2026
This summer my wife and I had the opportunity to travel extensively with friends and family, and it reminded me of something I hadn’t experienced in…
5 min read · July 22, 2026
June Returns (including dividends): S&P 500: -1.0% S&P 500 Equal-Weight: 2.4% Dow Jones: 2.7% Nasdaq: -2.8% MSCI EAFE: 0.1% MSCI Emerging Markets: -1.4%…
4 min read · July 22, 2026
May Returns (including dividends): S&P 500: 5.3% S&P 500 Equal-Weight: 2.7% Dow Jones: 2.9% Nasdaq: 8.4% MSCI EAFE: 3.1% MSCI Emerging Markets: 9.7%…
4 min read · June 17, 2026
Trump Accounts: What You Need to Know President Trump recently announced the creation of “Trump Accounts,” a new tax-advantaged savings vehicle designed…
2 min read · June 15, 2026
April Returns (including dividends): S&P 500: 10.5% S&P 500 Equal-Weight: 6.0% Dow Jones: 7.2% Nasdaq: 15.3% MSCI EAFE: 7.5% MSCI Emerging Markets: 14.7%…
4 min read · May 27, 2026
S&P 500: -5.0% S&P 500 Equal-Weight: -6.0% Dow Jones: -5.2% Nasdaq: -4.7% MSCI EAFE: -10.3% MSCI Emerging Markets: -13.1% Bonds (US Aggregate): -1.8%…
4 min read · May 4, 2026
The Savannah Bananas are to baseball what the Harlem Globetrotters are to basketball. You might even say they are an entertainment-first reinvention of a…
3 min read · May 4, 2026
You have worked incredibly hard to build your net worth. After years of careful savings and wealth accumulation, it is entirely natural to want to pass…
3 min read · April 30, 2026
S&P 500: +1.5% S&P 500 Equal-Weight: +3.4% Dow Jones: +1.8% Nasdaq: +0.9% MSCI EAFE: +5.2% MSCI Emerging Markets: +8.9% Bonds (US Aggregate): +0.1%…
3 min read · February 17, 2026
Economic & Policy Highlights Interest Rates & Fed Outlook TheFederal Reserve met in December and cut rates 25 basis points, 3 members of the Federal…
3 min read · January 27, 2026
October Returns (including dividends): S&P 500: +2.3%, S&P 500 Equal-Weight: -0.9%, Dow Jones: +2.6%, Nasdaq: +5.6%, MSCI EAFE: +1.2%, MSCI Emerging…
4 min read · November 17, 2025
Markets move on emotion—but successful investors don’t. Discover how evidence-based investment management builds lasting wealth through structure, data…
5 min read · October 29, 2025
S&P 500: +3.7% S&P 500 Equal-Weight: +1.1% Dow Jones: +2.0% Nasdaq: +5.6% MSCI EAFE: +1.9% MSCI Emerging Markets: +7.1% Bonds (US Aggregate): +1.1%…
3 min read · October 20, 2025
Even the best wealth strategies can be blindsided by inflation, tax law changes, or unexpected life events. This blog explores the often-overlooked risks…
4 min read · October 1, 2025
S&P 500: +2.0% S&P 500 Equal-Weight: +2.7% Dow Jones: +3.4% Nasdaq: +1.6% MSCI EAFE: +4.3% MSCI Emerging Markets: +1.3% Bonds (US Aggregate): +1.2%…
3 min read · September 15, 2025
In healthcare, legal matters, or major purchases, second opinions are not just expected; they are essential. The same principle should apply to your…
4 min read · August 27, 2025
S&P 500: +2.2% S&P 500 Equal-Weight: +1.0% Dow Jones: +0.2% Nasdaq: +3.7% MSCI EAFE: -1.4% MSCI Emerging Markets: +2.0% Bonds (US Aggregate): -0.3%…
3 min read · August 19, 2025
For high-income professionals, income alone is not enough to ensure long-term success. What separates financially confident clients from those who feel…
3 min read · July 29, 2025
A strong financial plan does more than meet your needs today; it should carry you confidently into the future. Too many plans look solid on paper but…
4 min read · July 25, 2025
The Bottom Line: There’s a lot of noise around mortgage rates and home affordability right now. Many are asking: “Why not just cut interest rates and…
4 min read · July 21, 2025
S&P 500: +5.0% S&P 500 Equal-Weight: +3.2% Dow Jones: +4.3% Nasdaq: +6.4% MSCI EAFE: + 2.2% MSCI Emerging Markets: +6.0% Bonds (US Aggregate): +1.5%…
3 min read · July 21, 2025
