Large US Companies’ Cautionary Tale

State College, PA – Large growth companies have been the top performing asset class for the last several years starting back in 2014. They have been better than small and value companies by comparison in six of the last seven years.  This environment does create pause for the academic minded investor knowing the historic reality […]

Summarizing Portfolio Construction

It's Your Money
Summarizing Portfolio Construction

The current economy is booming. The bull market is on a record run. The consumer confidence at an 18-year record high. With everything in the news, there has been a lot of speculating in the current stock market. Paul asks the question, does the social and economic climate really have a pull on the market? […]