We channel our market intelligence and insights into an array of compelling content platforms designed to educate and engage you.

Most Recent Commentary

June 2024


The month of May marked a robust rebound in the major US equity indices, following a lackluster April. All major indices advanced with the Nasdaq leading the way, rising 6.9%.

By: William “Billy” Little, Jr., CFA
May 30, 2024

Notes from the Trading Desk

U.S. stocks closed out the month of May higher following a weak April. The S&P 500 and Nasdaq logged five consecutive weekly gains before closing lower the last week of May.

By: Jordan Watson, CFA
May 2024


In April, U.S. equities experienced a downturn following the robust gains seen in the first quarter. Major indices retreated from their highs, with the S&P 500 dropping 4.1%, followed by the Nasdaq and Russell 2000 falling 4.4% and 7.1%, respectively.

By: William “Billy” Little, Jr., CFA

Tandem’s Timeless Commentary

July 2021

Sometimes Analogies are Just Easier to Understand

The U.S. stock market continued its relentless move higher. Having posted its best 12 month return in more than 30 years last quarter (56.36%), the S&P 500 Total Return Index cooled off only slightly, recording a 40.33% return for the 12 months…

By: John B. Carew
October 2020

More or Less is Better Than In or Out

Recency bias is examined while comparing the correlation between the market and the economy. The question of when to get in or out of the market is often examined by investors – the goal is to avoid binary outcomes to produce less…

By: John B. Carew
July 2020

The Fox and the Hedgehog

Tandem’s “One Big Thing” is to act as a hedgehog – having patience in a volatile environment. It can be tempting to move money around for short term gain but staying the course will pay off in the long run.

By: John B. Carew
October 2019


In the realm of investing, volatility brings opportunity. Weighing risk vs. reward is an essential component of successful investing.

By: John B. Carew
April 2019

The Dividend

Consistent repeatable growth in earnings can sustain consistent, repeatable growth in dividends. In a marathon, consistency is a hallmark of success. Some may enjoy the excitement of being the hare, but we all know that the tortoise wins the race.

By: John B. Carew
January 2019

This is How Cash is Supposed to Work

The well-known matter of buying low and selling high is often oversimplified. When dealing with volatile markets, exercising quantitative disciplines increases the likelihood of profitable returns.

By: John B. Carew

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