The Randomness of Global Equity Returns
By: sistoadmin | July 1, 2019
Investment opportunities exist all around the globe.Across more than 40 countries, there are over 15,000 publicly traded companies.
The Uncommon Average
The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat.
The Index Bogeyman
Over the last several years, index funds have received increased attention from investors and the financial media.
Getting to the Point of a Point
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.”
Why Should You Diversify?
As US stocks have outperformed international and emerging markets stocks over the last several years, some investors might be reconsidering the benefits of investing outside the US.
Market Correction: What Happened and What’s Next January 2019
In the final three months of the year, the S&P 500 registered its worst quarterly performance in seven years and ended 2018 with a negative annual total return for the first time since 2008.
2018 Year-End Planning
Earlier this year we communicated some aspects of the new tax law enacted in December 2017.
The ABCs of Education Investing
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.
Alternative Reality
This idea is based on research showing that diversification, through a combination of assets like stocks and bonds, could reduce volatility without reducing expected return or increase expected return without increasing volatility compared to those individual assets alone.
Key Questions for the Long-Term Investor
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below.