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FinanceMarket Analysis

Concentration Risk

After a choppy first half of October, the global stock market rallied and ended the month up by 6%. Of …

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winding road down a hill in autumn
FinanceMarket Analysis

A Winding Road

Volatility has been a consistent theme this year and September proved no different. Investor optimism carried the global stock market …

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FinanceMarket Analysis

Why Some Investors Lament Good News

The global stock market rally that began in mid-June continued for the first few weeks of August, before fizzling out …

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FinanceMarket Analysis

July Markets Gain Ground

Financial assets staged a comeback in July, with the global stock market rising seven percent and U.S. bonds gaining by …

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FinanceMarket Analysis

Bear Market June

In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. …

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FinanceMarket Analysis

The Silver Lining of Volatility

The volatility which has dogged financial markets this year continued during May. After a gain of over 4% in the …

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The Opening Bell

Healthy, Creative Strategies for Gifting to Children

You worked hard all your life, managed your money responsibly, and — lo and behold! — your efforts paid off. …

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FinanceMarket Analysis

The Fed’s Interest Rate Challenge: Know When to Hold ‘Em

April saw a continuation of this year’s volatility. Last month, we wrote about the dramatic mid-March rally in stocks. That …

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BlogNews

Remembering Bonnie Bell at the Oakland Symphony

On March 4, the Oakland Symphony took to the stage of the Paramount Theatre in a moving tribute to the …

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