Views from the Hill

Our monthly view on global financial markets and behavioral finance. Insightful commentary in a brief format to help professionals and clients make informed planning decisions. You may click on any article title to enter your password and read.

Disclosures  Past performance is not a guarantee of future results.

Considering the Return Persistence of Buffett Investing

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Perspective on Dimensional Premium Periodicity

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An Unlikely Hit Movie About Investing

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Inflated Inflation Concerns

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Are Recent US Growth Stock Returns Sustainable?

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Looking Back at Media Predictions

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Has Increased Indexing Improved Active Investing?

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Election Results Shouldn’t Change Your Strategy

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3rd Quarter Commentary: Stocks Gain, Volatility Increases

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Have Return Expectations for Small Cap Stocks Changed?

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Don’t Waste Time on Fed Forecasts

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The Great AI Tide May Lift Many Boats

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Realized Premiums from Expected Returns for Small Value Stocks

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American Presidential Elections and U.S. Stock Returns

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Is the S&P 500 a True Stock Market Index?

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Recent Realized Equity Value Premiums and Expected Planning Outcomes

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Exciting Returns Are Not Expected Returns

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Market Review 2023: Annual Forecasts Missed the Mark – Again

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Country Debt, Fed Fund Rates, and Stock Returns

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Stocks in the Market vs. the Stock Market

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