Chart of the Month – March 2024
Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.
Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.
Does war in Israel mean a big market meltdown? It’s hard to escape the war news. One way to think about the future is by looking at the past for similar circumstances.
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Is there conclusive evidence that one sector is better than another when it comes to returns?
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Does war in Israel mean a big market meltdown? It’s hard to escape the war news. One way to think about the future is by looking at the past for similar circumstances.
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Is there conclusive evidence that one sector is better than another when it comes to returns?
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
What caused the stock market to rise by over 20% in the second quarter of 2020 even as the COVID pandemic was out of control? How about the over 11% rise in the fourth quarter of 2021 as inflation ticked up and the Fed was warning of rate increases? It seems a little more obvious why the US stock market has fallen in the first 6 months of 2022, but should it have fallen more…or less?