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March Chart Talk: The risk of deflation, how middle class jobs are shifting, how to measure valuation risk and more are depicted in this month’s charts.
February Chart Talk: This month's charts look at the current Q Ratio, S&P 500 drawdowns since March 2009, 89 years of common stock returns, and much more.
January Chart Talk: This month’s charts reflect on the long-term performance of the 60/40 portfolio, how the wealthiest Americans invest, the fallout of the Great Recession, and more.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025