NEWS & INSIGHTS

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors..

A retrospective analysis of global stock market performance during the second quarter of 2025.

The One Big Beautiful Bill is now law—bringing a wave of changes with important planning implications. We’re here to help you navigate what parts of the bill could affect you the most.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

Warren Buffett, the legendary investor known as the "Oracle of Omaha," has announced he will retire as CEO of Berkshire Hathaway at the end of the year. After six decades at the helm, Buffett leaves behind not only a towering investment legacy but also a wealth of timeless financial wisdom. His ability to distill complex market principles into simple, actionable insights has made him a guiding voice for investors around the globe. As the investment world marks the end of an era, now is a fitting time to revisit some of Buffett’s most enduring quotes—and the powerful lessons they offer.

A retrospective analysis of global stock market performance during the first quarter of 2025.

Stock performance over the last decade has some investors questioning the merits of investing internationally.

Historically, the first year of a president's term has been a fairly average one for the stock market. In his 2016 market analysis, Lee Bohl found that the first year of a presidential term yielded an average return of 6.7% from 1933 to 2015. This is modest compared to the third year of a president's term which historically has earned the highest return at 13.5%, but signifcant compared to the second-year average return of 3.3%. However, averages do not tell the whole story.

A retrospective analysis of global stock market performance during the fourth quarter of 2024.