As we approach the halfway point of the year, a review of our most-read articles offers a telling look into what has been on investors’ minds: volatility, private credit, and Treasury yields — along with the impact of geopolitical events.
While the topics varied, the underlying questions were often the same:
What matters? What doesn’t? Does this change anything for my plan?
Successful investing has never been about reacting to every headline. It requires understanding what is happening, putting it into perspective, and maintaining focus on long-term objectives.
Below are the pieces that have generated the most interest from readers so far this year.
Most-read newsletter articles
• Volatility Has Returned to the Market. Here’s How to Think About It.
Markets may react to headlines and emotions, but over the long term, stocks revert to fundamentals.
• Trump Accounts Are Coming This Year. Here’s What You Should Know.
If you plan to grow your family in the next three years, coordinating Trump accounts with your overall strategy may help maximize impact.
• How Do Successful Investors Respond to Market Volatility?
Long-term outcomes are driven far more by Investors’ behaviors than by market conditions.
• What Investors Should Know About the Coming Wave of IPOs
SpaceX is expected to become the first of three hugely anticipated initial public offerings this year, with Anthropic and OpenAI to follow.
• From Oil Spikes to Market Recovery: Here’s What History Shows
Markets have historically recovered quickly after oil supply shocks — often within months.
Most-read website articles
• What’s Happening With Private Credit — and How Could It Affect Investors?
The market is experiencing stress from high-profile redemption requests and mounting concerns over loan quality.
• Understanding the 10-Year Treasury and Its Impact on Your Investments
It influences all borrowing costs, from interest rates on bonds to mortgage rates and student loans.
• Stocks in Correction Mode: Here’s What Market History Tells Us
Market corrections feel different every time, and they never feel normal – but they are.
• Here’s Why Your Brokerage Account May Be Safer Than Your Bank
We make sure your assets and information are protected by some of the most advanced cybersecurity tools in the financial industry.
• From Oil Spikes to Market Recovery: Here’s What History Shows
Markets have historically recovered quickly after oil supply shocks — often within months.
The CD Wealth Formula
We help our clients reach and maintain financial stability by following a specific plan, catered to each client.
Our focus remains on long-term investing with a strategic allocation while maintaining a tactical approach. Our decisions to make changes are calculated and well thought out, looking at where we see the economy heading. We are anticipating and moving to those areas of strength in the economy and in the stock market.
We will continue to focus on the fact that what really matters right now is time in the market, not out of the market. That means staying the course and continuing to invest, even when the markets dip, to take advantage of potential market upturns. We continue to adhere to the proven disciplines of diversification, periodic rebalancing, and forward-looking strategies, while avoiding reliance on stale retrospective data.
It is important to focus on the long-term goal, not on one specific data point or indicator. Long-term fundamentals are what matter. In markets and moments like these, it is essential to stick to the financial plan. Investing is about following a disciplined process over time.
