Chart of the Month – April 2025
Category: Investing » Market History
Are bonds an income generator—or just dead weight? Let’s find out.
Inflation? We’ve planned for this.
Category: Investing » Market History
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
Chart of the Month – February 2025
Category: Investing » Market History
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.
Chart of the Month – November 2024
Category: Investing » Market History
When we examine the historical relationship between equities and cash, it becomes evident that while cash may offer safety and short-term stability, equities tend to outperform over time. For long-term investors, remember that your plan should influence the portfolio and that reacting to market conditions is not a wise reason to change your plan.
“My Portfolio is Doing Well / Poor Compared to What?”
Category: Investing » Market History
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
Wrong Thinking on Election & Markets
Category: Investing » Market History
Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic.
Chart of the Month – September 2024
Category: Investing » Market History
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.
Chart of the Month – July 2024
Category: Investing » Market History
International Stocks – Are they necessary?
Chart of the Month – June 2024
Category: Investing » Market History
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.
Chart of the Month – April 2025
Category: Investing » Market History
Are bonds an income generator—or just dead weight? Let’s find out.
Inflation? We’ve planned for this.
Category: Investing » Market History
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
Chart of the Month – February 2025
Category: Investing » Market History
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.
Chart of the Month – November 2024
Category: Investing » Market History
When we examine the historical relationship between equities and cash, it becomes evident that while cash may offer safety and short-term stability, equities tend to outperform over time. For long-term investors, remember that your plan should influence the portfolio and that reacting to market conditions is not a wise reason to change your plan.
“My Portfolio is Doing Well / Poor Compared to What?”
Category: Investing » Market History
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
Wrong Thinking on Election & Markets
Category: Investing » Market History
Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic.
Chart of the Month – September 2024
Category: Investing » Market History
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.
Chart of the Month – July 2024
Category: Investing » Market History
International Stocks – Are they necessary?
Chart of the Month – June 2024
Category: Investing » Market History
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.
Chart of the Month – May 2024
Category: Investing » Market History
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.
Embracing Uncertainty
Category: Investing » Market History
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
Chart of the Month – April 2024
Category: Investing » Market History
Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell.