Do you wonder why we invest in equities? Equities are an attractive investment for their growth characteristics, but they have also served as a hedge against inflation.
Is stock market growth a thing of the past? Headlines making predictions about this have come and gone, some turning out to be spectacularly wrong. Let’s take a look.
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!”
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.
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.
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
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.
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.
Is there conclusive evidence that one sector is better than another when it comes to returns?
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.
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.
Is there conclusive evidence that one sector is better than another when it comes to returns?
No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.
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.
International Stocks – Are they necessary?
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.
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
