Big Number

Happy Birthday, Bull!

Mike Dickson, Ph.D. October 17, 2024

The stock market is two years (and counting) into a bull market. Last Saturday marked

What Are Junk Bonds Saying About the Economy?

Mike Dickson, Ph.D. October 9, 2024

Lowest spreads in nearly three years Want more evidence that the U.S. economy is in

China Takes Off

Mike Dickson, Ph.D. October 3, 2024

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks

Which Stocks Have The Power?

Mike Dickson, Ph.D. September 25, 2024

Which sector has been leading the rally so far in 2024? One market sector has

Is the Housing Market Cooling Off Fast?

Mike Dickson, Ph.D. June 4, 2024

Potential homebuyers are hitting the brakes. What could that mean for the future? Would-be homebuyers

Surprise! Foreign Markets Show Resilience

Mike Dickson, Ph.D. May 22, 2024

Should investors consider opportunities in global stocks? We believe international stocks could deserve a place

A Tale of Two Markets

Mike Dickson, Ph.D. April 12, 2023

There’s tech, and there’s the rest Investors in tech stocks these days are a wildly

It Just Got Extreme Between Tech and Small-Caps

Zachary Hill, CFA® March 29, 2023

Here’s something we have only seen once in 20 years In a true study of

It’s a Bizarre World for Growth and Value Stocks

Mike Dickson, Ph.D. January 11, 2023

Up is down, and down is up Two key components of the equity market—growth stocks

A Double Whammy For The Ages

Zachary Hill, CFA® December 21, 2022

This year we have seen a first for stocks and bonds. Welcome to uncharted territory.

Hard Truths About Soft Landings

Zachary Hill, CFA® December 8, 2022

Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve

Ho-Ho-High-Yield! Tis the season…for junk?

Mike Dickson, Ph.D. November 30, 2022

Could bond investors find the next few months to be “the most wonderful time of

Inflation To Turkeys: Get Stuffed!

Horizon Investments November 22, 2022

Investors won’t have to dip into their savings to pay for their Thanksgiving feasts this year,

We are seeing moves in market leaders

Horizon Investments November 10, 2022

The losers of the past are riding high—while yesterday’s winners appear to be out of

3Q Earnings: Looking Under the Hood for Opportunities

Horizon Investments November 2, 2022

We’re more than halfway through the third-quarter earnings season, and thus far, the S&P 500

Homebuyers Impacted by Inflation, Prices, and Rates

Horizon Investments October 28, 2022

The squeeze on homebuyers appears to be getting tighter by the month—which could spell trouble

Some—Gasp!—Good News About Inflation

Horizon Investments October 19, 2022

We all know that last week’s inflation report showed headline inflation continues to surge, with

For Inflation and Interest Rates, We Expect “Higher For Longer”

Horizon Investments September 20, 2022

Tomorrow, the Federal Reserve Board is set to announce its latest decision regarding interest rates.

A Tale of Two Markets

Horizon Investments August 22, 2022

It’s a safe assumption that when Bob Dylan sang “the first one now will later

Wild Swings In Short-Term Treasury Yields = A Wild Ride For Stocks

Horizon Investments August 10, 2022

Is More Volatility Coming Down the Pike? Investors looking for greater clarity about the road

Are You Capturing the Opportunities in Stocks Today?

Horizon Investments May 25, 2022

With the Nasdaq plummeting 27.2% and the S&P 500 Growth Index close behind at -26.2%,

Investors are despondent—but there’s a silver lining

Zachary Hill, CFA® March 24, 2022

Investors sure are a gloomy bunch these days. How downbeat are they? According to the

Fed Set to Ramp Up Rate Hikes To Fight Inflation

Zachary Hill, CFA® March 17, 2022

As expected, the Federal Reserve Board on Wednesday raised the target range of the federal

Parabolic Commodities Rally Darkens Economic Outlook

Horizon Investments March 10, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Does Oil’s Spike Mean Stagflation Is in America’s Future?

Horizon Investments March 3, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Any Retirement Salvation? Puny Bond Yields in a Rate-Hiking Cycle

Horizon Investments February 17, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

$100 Oil in Sight, But Energy Supply & Demand Is Balanced Again

Scott Ladner February 10, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Disappearing Foreclosures Add to Home Price Inflation

Scott Ladner February 1, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

No Relief: Used Cars and Trucks Once Again Drove Up Inflation

Scott Ladner January 13, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Is Inflation Pressure Easing? Factory Input Costs Tumble Again

Scott Ladner January 6, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Many Americans Give Up on Inflation Remaining Tame

Scott Ladner December 16, 2021

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Another High Inflation Reading Pressures Fed to Speed Up the Taper

Scott Ladner December 10, 2021

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Booming U.S. Helps Snuff Out Fed’s ‘Transitory’ View of Inflation

Scott Ladner December 2, 2021

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Did We Just Reach Peak Inflation Pain?

Scott Ladner November 18, 2021

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Inflation Sticker Shock Is Spreading to More Everyday Products

Scott Ladner November 11, 2021

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Skyrocketing Energy Prices Bring Back Bad 1970s Memories

Scott Ladner October 6, 2021

Eye-popping jumps in energy prices worldwide has some people proclaiming we’re in a replay

The Biggest Retirement Fear: Outliving My Money

Scott Ladner September 30, 2021

From the youngest to the oldest American workers – GenZ to Baby Boomers – their

Many GenXers Agree: It’ll Take a Miracle to Have a Secure Retirement

Scott Ladner September 23, 2021

A large swath of the GenX population, many of whom are 20 years or less

Long-Term Care Costs as Much as a New Porsche Sports Car

Scott Ladner September 16, 2021

The march higher in the cost of home health, assisted living or nursing home services

Americans Seek Advice Amid Social Security’s Financial Stress

Scott Ladner September 9, 2021

American workers just got another jolt of bad news about the financial health of Social

Powell Sees `Transitory’ Inflation; Shipping Offers Another Clue

Scott Ladner September 2, 2021

Federal Reserve Chairman Jay Powell repeated his view at last week’s Jackson Hole meeting that

Ouch! Plunging Chinese Stocks Lag U.S. Equities by 32% in 2021

Scott Ladner August 26, 2021

There’s a record-breaking chasm opening up between American and Chinese stocks this year. The SPDR

Does It Make Sense to Invest in Stocks When They’re at Record Highs?

Scott Ladner August 19, 2021

The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over

Over 65 Years Old and Working? It’s Not as Common Anymore

Scott Ladner August 12, 2021

The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over

Corporate America’s Profit Machine Is as Strong as Ever

Ty Stevens August 5, 2021

You’ve likely heard that second quarter profits are surging, driven by easy year-over-year comparisons and

Are Glide Path Strategies Still a Good Option for Retirement?

Ty Stevens July 29, 2021

Target date funds operate under the assumption that someone’s asset allocation should follow a glide

Junk-Bond Yields Don’t Provide Much of a Cushion Against Inflation

Ty Stevens July 22, 2021

Yet another setback for retirees who view traditional fixed-income investments as a secure way to

Abnormally Low Interest Rates Remain, Even If Fed Hikes in 2023

Ty Stevens June 24, 2021

The Federal Reserve’s meeting last week sparked a selloff in stocks and bonds as the

Pandemic Economic Weirdness Captured in One Chart

Scott Ladner June 16, 2021

Capturing the pandemic’s weird real-world effects is reflected in how high above trend retail sales

Home Prices to the Moon? Americans Say `No Thanks’

Scott Ladner June 9, 2021

Bidding wars for homes has soured people on reaching for the American dream: for the

Pandemic’s Effect Erased in Job Market; Are We Back to Normal?

Scott Ladner June 1, 2021

What was a rumbling of change in the last few years is now barreling into

Bewitched and Bewildered: Does High-Flying Crypto Fit Into Goals-Based Investment Plans?

Scott Ladner May 17, 2021

What was a rumbling of change in the last few years is now barreling into

Americans Taking Early Retirement May Benefit from a Goals-Based Solution

Scott Ladner April 22, 2021

Millions of workers are retiring early. But not necessarily because they want to. The pandemic

Many Investors Tried to Trade the Pandemic Plunge in Stocks

Scott Ladner April 8, 2021

When financial markets went haywire in March 2020, people pursuing a traditional financial plan may

Widows Are at Higher Risk of Falling Into Poverty

Scott Ladner March 31, 2021

Of all the financial challenges facing retirees, being a widow can be one of the

Are Bonds in a Bear Market? That’s the Wrong Question to Ask

Scott Ladner March 23, 2021

Nearly every day the financial news headlines trumpet the selloff in bonds and the rising

Small-Cap EPS Growth Is Expected to Be 4x Faster than S&P 500

Scott Ladner March 18, 2021

Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year

Soaring Innovation Companies Go Cold as Interest Rates Rise

Scott Ladner March 8, 2021

Does 2021 strike you as a replay of 1999? The investment theme now, as it

You May Need a Bigger Down Payment for a New Home

Scott Ladner February 26, 2021

Up, up and away for the price of a new single-family home, which reached a

Inflation Could Be Coming, Are You Ready?

Scott Ladner February 17, 2021

Inflation isn’t a problem now, but financial markets are saying it could be soon. Traders

Do Bonds Really Offset the Stock Market’s Declines?

Scott Ladner February 11, 2021

A common investor assumption is that bonds tend to go up in value when the

If Inflation Returns, Bond’s Diversification Power May Disappear

Scott Ladner February 4, 2021

When stocks fall, bonds rally. That’s standard market action today. And it makes bonds look

What Are Junk Bonds Saying About the Economy?

Mike Dickson, Ph.D. October 9, 2024

China Takes Off

Mike Dickson, Ph.D. October 3, 2024

Which Stocks Have The Power?

Mike Dickson, Ph.D. September 25, 2024

Is the Housing Market Cooling Off Fast?

Mike Dickson, Ph.D. June 4, 2024

Surprise! Foreign Markets Show Resilience

Mike Dickson, Ph.D. May 22, 2024

A Tale of Two Markets

Mike Dickson, Ph.D. April 12, 2023

It Just Got Extreme Between Tech and Small-Caps

Zachary Hill, CFA® March 29, 2023

It’s a Bizarre World for Growth and Value Stocks

Mike Dickson, Ph.D. January 11, 2023

A Double Whammy For The Ages

Zachary Hill, CFA® December 21, 2022

Hard Truths About Soft Landings

Zachary Hill, CFA® December 8, 2022

Ho-Ho-High-Yield! Tis the season…for junk?

Mike Dickson, Ph.D. November 30, 2022

Inflation To Turkeys: Get Stuffed!

Horizon Investments November 22, 2022

We are seeing moves in market leaders

Horizon Investments November 10, 2022

3Q Earnings: Looking Under the Hood for Opportunities

Horizon Investments November 2, 2022

Homebuyers Impacted by Inflation, Prices, and Rates

Horizon Investments October 28, 2022

Some—Gasp!—Good News About Inflation

Horizon Investments October 19, 2022

For Inflation and Interest Rates, We Expect “Higher For Longer”

Horizon Investments September 20, 2022

A Tale of Two Markets

Horizon Investments August 22, 2022

Wild Swings In Short-Term Treasury Yields = A Wild Ride For Stocks

Horizon Investments August 10, 2022

Are You Capturing the Opportunities in Stocks Today?

Horizon Investments May 25, 2022

Investors are despondent—but there’s a silver lining

Zachary Hill, CFA® March 24, 2022

Fed Set to Ramp Up Rate Hikes To Fight Inflation

Zachary Hill, CFA® March 17, 2022

Parabolic Commodities Rally Darkens Economic Outlook

Horizon Investments March 10, 2022

Does Oil’s Spike Mean Stagflation Is in America’s Future?

Horizon Investments March 3, 2022

Any Retirement Salvation? Puny Bond Yields in a Rate-Hiking Cycle

Horizon Investments February 17, 2022

$100 Oil in Sight, But Energy Supply & Demand Is Balanced Again

Scott Ladner February 10, 2022

Disappearing Foreclosures Add to Home Price Inflation

Scott Ladner February 1, 2022

No Relief: Used Cars and Trucks Once Again Drove Up Inflation

Scott Ladner January 13, 2022

Is Inflation Pressure Easing? Factory Input Costs Tumble Again

Scott Ladner January 6, 2022

Many Americans Give Up on Inflation Remaining Tame

Scott Ladner December 16, 2021

Another High Inflation Reading Pressures Fed to Speed Up the Taper

Scott Ladner December 10, 2021

Booming U.S. Helps Snuff Out Fed’s ‘Transitory’ View of Inflation

Scott Ladner December 2, 2021

Did We Just Reach Peak Inflation Pain?

Scott Ladner November 18, 2021

Inflation Sticker Shock Is Spreading to More Everyday Products

Scott Ladner November 11, 2021

Skyrocketing Energy Prices Bring Back Bad 1970s Memories

Scott Ladner October 6, 2021

The Biggest Retirement Fear: Outliving My Money

Scott Ladner September 30, 2021

Many GenXers Agree: It’ll Take a Miracle to Have a Secure Retirement

Scott Ladner September 23, 2021

Long-Term Care Costs as Much as a New Porsche Sports Car

Scott Ladner September 16, 2021

Americans Seek Advice Amid Social Security’s Financial Stress

Scott Ladner September 9, 2021

Powell Sees `Transitory’ Inflation; Shipping Offers Another Clue

Scott Ladner September 2, 2021

Ouch! Plunging Chinese Stocks Lag U.S. Equities by 32% in 2021

Scott Ladner August 26, 2021

Does It Make Sense to Invest in Stocks When They’re at Record Highs?

Scott Ladner August 19, 2021

Over 65 Years Old and Working? It’s Not as Common Anymore

Scott Ladner August 12, 2021

Corporate America’s Profit Machine Is as Strong as Ever

Ty Stevens August 5, 2021

Are Glide Path Strategies Still a Good Option for Retirement?

Ty Stevens July 29, 2021

Junk-Bond Yields Don’t Provide Much of a Cushion Against Inflation

Ty Stevens July 22, 2021

Abnormally Low Interest Rates Remain, Even If Fed Hikes in 2023

Ty Stevens June 24, 2021

Pandemic Economic Weirdness Captured in One Chart

Scott Ladner June 16, 2021

Home Prices to the Moon? Americans Say `No Thanks’

Scott Ladner June 9, 2021

Pandemic’s Effect Erased in Job Market; Are We Back to Normal?

Scott Ladner June 1, 2021

Bewitched and Bewildered: Does High-Flying Crypto Fit Into Goals-Based Investment Plans?

Scott Ladner May 17, 2021

Americans Taking Early Retirement May Benefit from a Goals-Based Solution

Scott Ladner April 22, 2021

Many Investors Tried to Trade the Pandemic Plunge in Stocks

Scott Ladner April 8, 2021

Widows Are at Higher Risk of Falling Into Poverty

Scott Ladner March 31, 2021

Are Bonds in a Bear Market? That’s the Wrong Question to Ask

Scott Ladner March 23, 2021

Small-Cap EPS Growth Is Expected to Be 4x Faster than S&P 500

Scott Ladner March 18, 2021

Soaring Innovation Companies Go Cold as Interest Rates Rise

Scott Ladner March 8, 2021

You May Need a Bigger Down Payment for a New Home

Scott Ladner February 26, 2021

Inflation Could Be Coming, Are You Ready?

Scott Ladner February 17, 2021

Do Bonds Really Offset the Stock Market’s Declines?

Scott Ladner February 11, 2021

If Inflation Returns, Bond’s Diversification Power May Disappear

Scott Ladner February 4, 2021

Happy Birthday, Bull!

Mike Dickson, Ph.D.

The stock market is two years (and counting) into a bull market. Last Saturday marked the second anniversary of the current bull market for stocks.

What Are Junk Bonds Saying About the Economy?

Mike Dickson, Ph.D.

Lowest spreads in nearly three years Want more evidence that the U.S. economy is in good shape? Just take a look at the junk bond

China Takes Off

Mike Dickson, Ph.D.

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks broke out of their doldrums last week following the announcement

Which Stocks Have The Power?

Mike Dickson, Ph.D.

Which sector has been leading the rally so far in 2024? One market sector has outperformed all others so far this year—and it’s probably not

Is the Housing Market Cooling Off Fast?

Mike Dickson, Ph.D.

Potential homebuyers are hitting the brakes. What could that mean for the future? Would-be homebuyers are increasingly deciding to stay put —which could help further

Surprise! Foreign Markets Show Resilience

Mike Dickson, Ph.D.

Should investors consider opportunities in global stocks? We believe international stocks could deserve a place in many investors’ portfolios because they can potentially add diversification

A Tale of Two Markets

Mike Dickson, Ph.D.

There’s tech, and there’s the rest Investors in tech stocks these days are a wildly happy bunch. Everybody else? Not so much. The gap between

It Just Got Extreme Between Tech and Small-Caps

Zachary Hill, CFA®

Here’s something we have only seen once in 20 years In a true study of contrasts, the tech-heavy Nasdaq 100 index has soared 6.3% during

It’s a Bizarre World for Growth and Value Stocks

Mike Dickson, Ph.D.

Up is down, and down is up Two key components of the equity market—growth stocks and value stocks—are looking significantly different as 2023 gets underway,

A Double Whammy For The Ages

Zachary Hill, CFA®

This year we have seen a first for stocks and bonds. Welcome to uncharted territory. As we head to the finish line, stocks are down

Hard Truths About Soft Landings

Zachary Hill, CFA®

Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve Board was ready to pivot and end—or considerably scale back—its

Ho-Ho-High-Yield! Tis the season…for junk?

Mike Dickson, Ph.D.

Could bond investors find the next few months to be “the most wonderful time of the year?” High-yield (or “junk”) bonds—along with the rest of

Inflation To Turkeys: Get Stuffed!

Horizon Investments

Investors won’t have to dip into their savings to pay for their Thanksgiving feasts this year, but they may choke on their pumpkin pie when they

We are seeing moves in market leaders

Horizon Investments

The losers of the past are riding high—while yesterday’s winners appear to be out of gas. To sail to your destination, you need to put

3Q Earnings: Looking Under the Hood for Opportunities

Horizon Investments

We’re more than halfway through the third-quarter earnings season, and thus far, the S&P 500 overall is reporting its worst year-over-year earnings growth since the third

Homebuyers Impacted by Inflation, Prices, and Rates

Horizon Investments

The squeeze on homebuyers appears to be getting tighter by the month—which could spell trouble for multiple sectors of the economy in the future. Today,

Some—Gasp!—Good News About Inflation

Horizon Investments

We all know that last week’s inflation report showed headline inflation continues to surge, with the consumer price index (CPI) accelerating by 8.2% in September

For Inflation and Interest Rates, We Expect “Higher For Longer”

Horizon Investments

Tomorrow, the Federal Reserve Board is set to announce its latest decision regarding interest rates. Will it be yet another 75-basis point increase, as many

A Tale of Two Markets

Horizon Investments

It’s a safe assumption that when Bob Dylan sang “the first one now will later be last,” he didn’t have financial markets in mind. And

Wild Swings In Short-Term Treasury Yields = A Wild Ride For Stocks

Horizon Investments

Is More Volatility Coming Down the Pike? Investors looking for greater clarity about the road ahead for equities—and a break from market volatility—probably shouldn’t hold

Are You Capturing the Opportunities in Stocks Today?

Horizon Investments

With the Nasdaq plummeting 27.2% and the S&P 500 Growth Index close behind at -26.2%, growth stock investors have taken it on the chin this

Investors are despondent—but there’s a silver lining

Zachary Hill, CFA®

Investors sure are a gloomy bunch these days. How downbeat are they? According to the AAII Investor Sentiment Survey1 (a weekly poll measuring individual investors’

Fed Set to Ramp Up Rate Hikes To Fight Inflation

Zachary Hill, CFA®

As expected, the Federal Reserve Board on Wednesday raised the target range of the federal funds rate—a key short-term interest rate—by 25 basis points from