The calls all came in the evenings when the markets were closed. The first one, on Feb. 23, 2009, came from a client who lived in the Maryland suburbs of Washington, D.C. "I'm getting out," he said.

Who Knew? This has been quite the streak. Since March 2009, we've had almost nonexistent interest rates, good inflation-adjusted results from bonds, and outright terrific stock performance. If the S&P ...

The S&P 500 Index was up nearly 30% in 2024 and enjoyed a landmark year. Whether investors participated or not, reviewing the market can be an invaluable exercise because, though history doesn't ...