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Cheers to Johnny D!
Category: Financial Planning » Behavioral Finance
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.
Chart of the Month – September 2024
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 – Sept 2023
The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.
Chart of the Month – Sept 2022
Following Russia's invasion of Ukraine, gas prices spiked to a nationwide peak of $5.02/gallon on June 13, 2022. Since then, the price of gas has been coming down, but the discussions about it have not slowed at all.
Chart of the Month – October 2024
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.
Chart of the Month – Oct 2023
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!”
Chart of the Month – Oct 2022
Category: Investing » Equity / Stocks
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.
Chart of the Month – November 2024
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.