
Notes on the Economy – Q3 2024 Summary
A soft landing for the economy appears more likely, but it is too early to celebrate. A lot of recent data are sobering.

Catching the Next Wave of AI Companies
History teaches us that the top AI companies of the future might not be the ones we hear about today.

It’s Time To Modify Your Expectations
Four tips that could bolster your portfolio if stock-market earnings start sagging.

Could This Election Trash My Portfolio?
Worried about the Nov. 5 election affecting your nest egg? Here are three considerations that might impact your bottom line.

Fishing for Investments in Foreign Waters
Pondering a foreign investment? Emerging markets could be a pond worth fishing if you have the right guide.

The Changed Landscape in Small- And Mid-Cap (SMID) Stock Investing
The market for small-cap stocks has shrunk over 20 years, but investors can still land big profits if they’re smart.

Notes on the Economy – Q2 2024 Summary
Is waiting for an impending recession like waiting for Godot? Will it ever come, or is the economy already in the midst of a soft landing?

Natural Resources Ripe for a Diversified Portfolio
Investors looking to diversify their portfolios might mine some gems in coming years in this undervalued stock sector.

Optimism Is Driving the Stock Market; Is It Irrational Exuberance?
Two factors are driving the stock market’s boom—anticipation of lower interest rates and the transformative power of AI.

Don’t Make This Basic Investing Mistake
Sure, stocks look hot right now, but this mistake can haunt you when the market turns scary.



