Explore the implications of market breadth and the dynamics of large-cap vs. small-cap stocks. We discuss navigating market shifts and optimizing investment strategies for long-term success.

Servicing the national debt is getting more expensive because of rising debt levels and higher interest rates. Looking ahead, the CBO estimates that in 10 years, the interest cost will approach $1.4 trillion per year. (video)

$200 billion in market value was added overnight to the S&P 500's fourth-largest stock. We discuss what this means for time-in-the-market investors. (video)

When the values of your underlying portfolio assets change, it’s likely that your risk posture has also changed. We discuss drift and rebalancing as a tool to manage portfolios over time. (video)

Overall U.S. money supply (M2) remains high. We look at the money supply, historical runs of high inflation, and assets that have generally done well in those environments.

The yield curve is inverted and has been since July of last year. What’s a yield curve, and why are we talking about interest rates again? While not a science, some past recessions have occurred around 20 months after an inversion.

A recording of our Market Update webinar; we discuss markets, inflation, and more. The full-length and shortened recap video recordings are available here.