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It’s the time of year to reflect on what we’re thankful for. With that in mind, I put together a list of 10 reasons for investors to be thankful this year. For instance, all-time highs for the stock market. Get all 10: inves.co/3OlIx3O

Inspired by the sitcom clip shows of yore, here’s “12 months of Above the Noise.” It’s an excerpt from each of my 2024 columns and summarize this year’s themes. It was a year highlighted by strong market gains and muted volatility (notwithstanding the Federal Reserve-induced

With inflation concerns prevalent, markets didn’t appreciate the strong December US jobs report, but was the initial response an overreaction? inves.co/3C3IBCI

US inflation concerns are likely overdone, and I believe any tariffs from the new Trump administration should be seen as a one-time price shock rather than the start of a new inflationary trend. Read why in this month’s #AbovetheNoise. inves.co/3EhGax9

Markets have struggled as investors assess ongoing changes to the US policy approach. I expect we’ll get past it, as we always have, with greater clarity and dovish signals from the Federal Reserve. Plus, times of peak uncertainty have been buying opportunities. Read why in this

The challenges of the current investment environment are well documented, so maybe it’s more interesting to talk about what could go right. Learn more in my latest #AbovetheNoise. inves.co/4d7Spd7

After today’s Federal Reserve (Fed) meeting, it’s clear that we all have something in common with Fed Chair Jerome Powell — we’re waiting to see how tariff policy plays out. The Fed, which left interest rates unchanged today, faces a potential dual shock to its dual mandates as