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Who Has The Leg Up: High-Tech or Old Guard? Thumbnail

Who Has The Leg Up: High-Tech or Old Guard?

One of the more vocal arguments against value investing stems from a belief that we’re in a “new normal” environment where innovative or high-tech companies have a leg up on “old guard” industries, such as energy or financials. FAANG stocks have typically been the poster children for this position; these behemoth technology companies have contributed meaningfully to the market’s overall return and, by virtue of being growth stocks, the negative value premiums in recent years. Well, guess who showed up as value this summer!

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The Inflation Reduction Act of 2022 Thumbnail

The Inflation Reduction Act of 2022

President Biden signed the Inflation Reduction Act of 2022 into law, which includes new tax provisions, extensions, and expansions of tax benefits related to energy efficiency and healthcare. So what does this mean for you and your taxes?

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Are We Headed for a Recession? Thumbnail

Are We Headed for a Recession?

Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not already there. But recessions are always identified with a lag. By the time one is called, the worst of its impact on markets has usually passed.

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Another wild ride Thumbnail

Another wild ride

Markets bucked and sold off again. Should we be worried? Not necessarily. These things happen pretty regularly, especially when headlines are negative. In fact, you might recall that we kicked off 2022 with a big drop. So, let’s talk about what’s behind the latest wild market ride.

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