Sometimes when I come across an interesting investment illustration, I will take a picture of it on my phone to revisit it later. You might do the same with quotes or pieces of an article

After a 26% gain in 2023, U.S. stocks followed up with a near-repeat performance in 2024, driven once again by strong returns from large technology companies. Other asset classes contributed positively to your portfolio performance.

During the third quarter, the U.S. Federal Reserve Board (the “Fed”) reduced short-term interest rates, marking a shift in interest rate policy from the prior four years. For much of that time, the Fed was

Asset class returns were generally positive in the second quarter of 2024. Insurance-linked securities led all asset classes for the quarter while stocks and bonds produced modest positive returns. Meanwhile, real estate securities turned in

Stocks picked up in the first quarter of 2024 from where they left off last year. After a strong rally to end the year, U.S. and non-U.S. stocks returned 10.4 percent and 4.6 percent, respectively