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Morningstar has big updates planned for the Morningstar Equity Style Box.

Wednesday, 22 July 2020 08:28

Growth Stocks Widen Their Lead

2020 opened with growth stocks leading value. As the year has progressed, the lead has significantly increased. According to our friends at Morningstar, growth is outperforming value by the largest margin since 1999.

Some experts believe the recovery will be swift and more complete than that from the Great Recession.

Wednesday, 10 June 2020 06:38

Are ESG Factors More Important Than Ever?

We’re in the midst of a global pandemic and economies across the world have felt the economic strain since early this year.

Friday, 29 May 2020 11:05

Are Valuations Too High?

The market plummeted early this year in response to the COVID-19 pandemic. First, there was Black Monday…. then Black Thursday….

From January through April of this year, $12.2 billion flowed into ESG funds – which was more than double the amount that flowed in during that same time period in 2019.

It is hard to keep up with the market these days. The impact of the novel coronavirus has been extreme and can be difficult to follow.

The Coronavirus and its impact on our health and economies across the globe are frightening and confusing.

Volatile times can be stressful for both investors and advisors but they don’t have to be.

Wednesday, 04 March 2020 09:32

The Market’s Wild Ride

Saying the market has been unpredictable lately is like saying Florida has a few oranges – it’s a bit of an understatement.

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