A Risk-Off February: Policy and AI Crosscurrents Force a Rotation February brought a distinct change in weather for global markets. If January was defined by "constructive differentiation," February felt more...

The S&P 500, which is the broadest measure of the U.S. equity markets, just completed its fourth positive quarter in a row, with seven out of the last eight quarters yielding positive...

The second quarter of 2024 had mixed results across the major indices with the S&P 500 increasing by 4.28%, the Dow Jones Industrial Average decreasing by 1.27%, the mid and...

The first quarter of 2024 extended recent gains to a five-month win streak for the S&P 500 and produced the highest first-quarter return since 2019. The S&P 500, which is a...

2023 was an eventful year in the U.S. financial markets with every broad index except commodities ending the year with a positive return and the S&P 500 (proxy for the...

Summary Market sentiment improved during October, as a more positive tone for U.S. equity markets returned versus the previous two months. US markets were up for the month of October,...

Episode #5 & #6 of Your Path to Real Wealth are now available!   Episode #5: What does it mean to achieve Real Wealth? In the most simple terms, it...

Episode #4 of Your Path to Real Wealth is now available! The name of a business is the face of the business. That is why the founders of Blue Barn...