A picture of Santa flying along an upward sloping line.

Omicron, Inflation, and Powell are the Grinches that stole our Santa Clause Rally

David Ricciardelli

December 06, 2021

Market volatility has picked and we have seen a selloff in tech, inflation, and pandemic stock darlings. We usually look forward to a ‘Santa Clause Rally’ this time of year, but it feels like we’re ...

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The view of a lake from a dock at sunset.

Charts for the Lake: Bulls and Bears Slugging it out in August.

David Ricciardelli

August 23, 2021

Charts for the Lake: Investing is difficult and while we can’t see the future, the benefit of using a balanced approach to invest across market cycles continues to resonate.

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A headline that reads inflation.

Inflation, Growth and Value

David Ricciardelli

May 13, 2021

Is the inflation we are now witnessing persist? What are the implications for value and growth oriented investing?

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An overlay of two line graphs that are trending higher.

Can equity markets go higher?

David Ricciardelli

March 22, 2021

The S&P500 looks expensive but can the market appreciate from here.

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An image of stamp that reads Zero Commissions.

How much does commission-free trading cost?

David Ricciardelli

February 19, 2021

When considering ‘free’ stock trades investors should be aware of frictional costs, like taxes and how platforms that offer commission free trading make money.

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An image of a stock chart.

How can an Investment Advisor add value for you?

David Ricciardelli

February 16, 2021

Investment Advisors take a lot of heat in the media but the insinuation that individuals are better off investing on their own is difficult to support.

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What if you only invested at market peaks

David Ricciardelli

January 07, 2021

What if you only invested in market peaks? A long enough time horizon can bail out even the worst possible market timer.

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An image showing 2020 becoming 2021.

Welcome to 2021!

David Ricciardelli

January 04, 2021

A look back at 2020 and look forward to what 2021 might have in store for us.

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The cover of David Epstein's book Range.

Thoughts on David Epstein's Range: Why Generalists Triumph in a Specialized World

David Ricciardelli

December 29, 2020

In an increasingly specialized world, generalists can add value by solving problems by drawing upon seemingly unrelated analogies and outside knowledge.  The book is full of eloquent solutions that ap...

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