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News & Insights

Market Update: Trade Wars, Tariffs and Volatility

Articles, 6 Mar 2025
by Michael Santelli, CFA, Kevin Gale

A Look under the Hood at the Economy

Articles, 20 Aug 2024
by Michael Santelli, CFA

Microcap Q&A: Small but Mighty Stocks

Articles, 5 Dec 2023
by Michael Santelli, CFA, Matt Scullen, CFA

When It Pays to Be a Contrarian

Articles, 9 Sep 2022
by Michael Santelli, CFA

Put Your Portfolio in All Wheel Drive

Articles, 14 Mar 2022
by Michael Santelli, CFA

Planning Q&A: Inflation, Forward-Looking Returns and the Planning Process

Articles, 14 Mar 2022
by Michael Santelli, CFA, Vanessa Mavec King, CFP®

Roundtable Q&A: Inflation from an Equity Investor’s Perspective

Articles, 10 Mar 2021
by Sonia Mintun, CFA, David Sowerby, CFA, Dan Thelen, CFA, Michael Santelli, CFA, Jeffrey van Fossen, CFA

What is the Best Portfolio for You?

Articles, 10 Sep 2019
by Michael Santelli, CFA

Build It and They Will Come: Forecasting Future Capital Market Return Assumptions

Articles, 8 Mar 2019
by Michael Santelli, CFA

Diversification or Di-WORSE-ification; A Risk Management Tool or a Drag on Returns?

Articles, 30 Nov 2018
by Michael Santelli, CFA

Is it Time for International Equities to Shine?

Articles, 5 Jun 2017
by Michael Santelli, CFA
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