Recession and Bonds: Navigating the Next Recession

Published on October 13, 2025

While many factors will ultimately influence the answer, the primary constraint on a decline in yield may be the government's response to a recession.

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YTD Asset Class & Portfolio Performance Through September

October 13, 2025
U.S. stocks returned 26% in 2023 and 24% in 2024, leading all other asset classes in both years by a wide margin. That’s a whopping 56% two-year return. Plus, U.S. stocks have returned 14% so far this year, which you might think is also dominating asset class performance, but it’s not.

Better Half? Biannual Earnings Proposed, Assessed

October 13, 2025
President Trump again proposed that companies be required to report twice a year rather than every quarter. What are some pros and cons, and how would it affect investors?