Investment Strategy Insights

Explaining to Clients Why Chasing the S&P 500 May Not Work in the 2020’s

This past decade has been a tremendous run for the S&P 500, remarkably like the path of U.S. equities in the 1990’s. When looking at the other major asset classes, however, the 2010’s have not been nearly as exciting.

Explaining to Clients Why Chasing the S&P 500 May Not Work in the 2020’s

This past decade has been a tremendous run for the S&P 500, remarkably like the path of U.S. equities in the 1990’s. When looking at the other major asset classes, however, the 2010’s have not been nearly as exciting.

With Spending in Our DNA Expect a Surge in Stock Prices and Revenues

There’s no precedent for what we are seeing today. When industries and small businesses are on lock-down and employees are without work and a paycheck, this is becoming real for individuals.

Understanding Your Holdings in a Time of Market Uncertainty is Key

It is difficult to watch portfolio values decline. Spurred by fears of the Coronavirus and exacerbated by the precipitous drop in energy prices, stock prices experienced dramatic declines over the past few weeks

Despite the Coronavirus, Short-term Pain Will Result in Long-Term Gain for Investors!

The COVID-19 virus (Coronavirus) and the economic damage from it coupled with an already slowing global economy has now fully been expressed in the stock market, commodity prices, and interest rates.

Despite the Coronavirus, Short-term Pain Will Result in Long-Term Gain for Investors!

The COVID-19 virus (Coronavirus) and the economic damage from it coupled with an already slowing global economy has now fully been expressed in the stock market, commodity prices, and interest rates.

Coronavirus, Plunging Oil Prices, Record Low Interest Rates, Falling Stock Prices. What’s next?

Just as investors were trying to come to terms with the Coronavirus, Saudi Arabia decided to flood the market already depressed by the virus,...

Coronavirus, Plunging Oil Prices, Record Low Interest Rates, Falling Stock Prices. What’s next?

Just as investors were trying to come to terms with the Coronavirus, Saudi Arabia decided to flood the market already depressed by the virus,...

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The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?