Date: July, 2021

The Tour de France & Capital Preservation Tips

Thad Schlaud

To reach your financial goals, you don’t have to outperform every benchmark every year. For long-term investors, avoiding and mitigating losses is the largest factor in achieving ultimate success in your financial plan. Held every July, the Tour de France is a great illustration of this concept of capital preservation,…

Categories: Industry Ideas, The Market

Second Quarter Market Review and Outlook

David Martin

For the first six months of the year, the Dow Jones Industrial Average was up 12.7% while the S&P 500 Index rallied 14.4%, and the NASDAQ Composite rose 12.5%. Historically, strong stock market first halves bode well for the remainder of the year; Whenever there has been a double-digit gain…

Categories: The Market