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The Market Impact of the Iran War and Why You Should Stay the Course Through Geopolitically-Driven Volatility
The War in Iran sent markets spinning before a quick recovery in April. Markets are unpredictable in how quickly sentiment can shift around geopolitical events.
Kyle Johnston, CFA
Apr 203 min read


Should You Sell Shares in Your Company's Tender Offer?
Employees must understand how a tender offer works, how they will be taxed on share sales, what should drive their decision making, and how best to improve diversification with the proceeds.
Kyle Johnston, CFA
Mar 245 min read


What is Going on With Software? A Brief History of Public SaaS and the Current Crash in Stock Prices
SaaS stocks through the years and the evaporation of a premium valuation
Kyle Johnston, CFA
Feb 195 min read


The Risks of Leveraged ETFs
Volatility decay, magnified downside risk, and long-term results that do not match the "X" return being advertised
John Gates
Feb 18, 20254 min read


After Back-to-Back Quarters of Double-Digit Returns, Has the Market Gone Too Far, Too Fast?
How do forward returns look after two straight quarters of double-digit returns for the S&P?
Kyle Johnston, CFA
Apr 30, 20243 min read


Consistency + Discipline = Success
Stay consistent, stay disciplined, come out on top.
Kyle Johnston, CFA
Sep 20, 20234 min read


What is the Benefit of Investing in International Stocks?
Why now is good time to evaluate the geographic diversification of your portfolio.
Kyle Johnston, CFA
May 17, 20235 min read


What Do Stock Market Returns Look Like After a Significant Decline?
What do forward returns look like when the market is down 10%? How about 20%?
Kyle Johnston, CFA
May 9, 20222 min read


How Does Geopolitical Risk Impact the Market?
A Historical Lookback on Stock Returns and Geopolitical Events.
Kyle Johnston, CFA
Feb 25, 20222 min read


Key Investment Mistakes to Avoid
Know the Common Mistakes of the Individual Investor
Kyle Johnston, CFA
Jan 6, 20226 min read


Let the Market Worry For You
Future stock market moves are unknowable and unpredictable.
Kyle Johnston, CFA
Nov 3, 20212 min read


REITs: Public Market Access to Commercial Real Estate
Incorporating REITs into your portfolio.
Kyle Johnston, CFA
Aug 20, 20213 min read


A Game of Luck and Skill
How luck and skill play into investing success.
Kyle Johnston, CFA
Jul 7, 20213 min read


Durable Principles for Investment Success
Simple principles for improving the odds of successful investing.
Kyle Johnston, CFA
May 14, 20214 min read


How do Behavioral Biases Impact Investors?
Behavioral tendencies dictate the investment success. Know the common behavioral biases to improve your decision making.
Kyle Johnston, CFA
Feb 25, 20214 min read


How Should I Invest a Lump Sum?
Do you invest it all today? Do you invest it gradually every week, month, or quarter until the investment is completed?
Kyle Johnston, CFA
Jun 19, 20203 min read


Your Best Chance At Long-Term Investment Success
The impact of savings rates and investment rates of return.
Kyle Johnston, CFA
May 14, 20203 min read


What Should You do During a Stock Market Downturn?
You cannot call the bottom, but you can buy stocks when they are significantly cheaper than they were just a week or two ago.
Kyle Johnston, CFA
Mar 20, 20203 min read


How do Stock Returns Vary Over Different Lengths of Time?
It is impossible to anticipate the next market crash but even if it begins tomorrow your long term returns will very likely be positive.
Kyle Johnston, CFA
Mar 5, 20202 min read


Target-Date Funds
The what, why, and how of Target-Date Funds.
Kyle Johnston, CFA
Oct 9, 20193 min read
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