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MARKET INSIGHTS News & Analysis

Mark to market: Is this commonly cited retirement rule irrelevant?
Retirement
Mark to market: Is this commonly cited retirement rule irrelevant?
Mark answers a reader question about spending in retirement.
Mark LaMonica, CFA | 08 July 2025
Mark to market: Going all in on ETFs
ETFs
Mark to market: Going all in on ETFs
Mark answers a reader question about asset allocation in retirement and the risk of ETFs.
Mark LaMonica, CFA | 02 July 2025
Wall Street legends flag a potential regime change in markets
Markets
Wall Street legends flag a potential regime change in markets
Two respected investors with very different approaches seem to agree on where financial markets stand today.
James Gruber | 02 July 2025
Mark to market: What if you don’t have a goal?
Personal Finance
Mark to market: What if you don’t have a goal?
Mark answers a reader question about goal setting. 
Mark LaMonica, CFA | 16 June 2025
Dollar cost averaging vs lump sum investing
Personal Finance
Dollar cost averaging vs lump sum investing
What is the meaning of life? Am I a cat person or a dog person? We try to answer an easier age-old question – dollar cost averaging vs lump sum...
Shani Jayamanne | 10 June 2025
Does timing the market work?
Personal Finance
Does timing the market work?
Time in the market? Timing the market? Going against the herd? Investing success requires a bit of thought to achieve your goals.
Mark LaMonica, CFA | 09 June 2025
Private credit and its role for investors
Funds
Private credit and its role for investors
A spotlight on the evolving asset class.
Matt Olsen | 04 June 2025
Chart of the week: Liberation day ranks amongst the worst selloffs on record
Markets
Chart of the week: Liberation day ranks amongst the worst selloffs on record
As Buffett puts, “the stock market is a device for transferring money from the impatient to the patient”.
Simonelle Mody | 01 May 2025
Sim’s monthly insights for April
Personal Finance
Sim’s monthly insights for April
A break from business as usual.
Simonelle Mody | 29 April 2025
Calm amid the chaos: Joseph’s top insights in April
Personal Finance
Calm amid the chaos: Joseph’s top insights in April
Joseph discussed the outlook for gold prices and office REITs with our analysts, sought bear market lessons from Warren Buffett, and more.
Joseph Taylor | 29 April 2025