... I consider what my 2015 lump-sum would have grown to had I invested it in the stock market, it is hard not to feel regret. Since Jan. 1, 2016, the S&P 500 has earned a 12.25% annualized return.
To find ...
... or not is largely academic. It’s important to know but not especially relevant for most Americans. The stock and bond markets work well ahead of the economists at NBER and households, all of us, live it ...
... buy stocks if you’re thinking longer-term or consider medium-term bonds since rates have risen. Otherwise, that CD or Treasury going out a year or so looks pretty good right now if you don’t want to tie ...
... stock investments too. That’s what you’ve been saving for, right? Work with me (or another fee-only planner) to strategize about how best to do this. You might have more room to wait than you realize. ...
The second quarter (Q2) of 2023 was great for stocks at home and abroad, with much of the positive performance coming from a small group of stocks within a few sectors. Bonds struggled to maintain positive ...
... Andy emphasized sticking with larger companies and said that stock picking with boots-on-the-ground research is key in sniffing out good opportunities. Obviously this can mean buying a Matthews fund or, ...
... until later. This could end up being a so-called soft-landing where the economy, on average, experiences a mild recession while some sectors get hit harder.
Liz Ann also talked about how stocks are up ...
... when speaking to the press yesterday, but this seems like pretty decent news overall for First Republic customers. (I think common stockholders get nothing, by the way.) The alternative was a full takeover ...
The first quarter (Q1) of 2023 ended well for stocks and bonds, making for the second positive quarter in a row. It was a nerve-wracking time for investors, however, as bad news seemed to continually outweigh ...
... bank is liquid and safe assuming deposits are within the limits of federal deposit insurance. Investments in heavily traded stocks and bonds, or common funds that own them, are also considered liquid because ...
... with respect to the accuracy of its financial statements. Well before the SVB failure, Credit Suisse was already a dirty shirt. Just look at the stock price. From its peak of over $77 per ADR in 2007, ...
... like stocks.
There are lots of other investments out there vying for your money, but I’ve specifically left them out. Remember, we’re talking about short- and medium-term cash management. We want ease ...
... yield of a stock investment is pretty straightforward. Say XYZ Corp offers a dividend to shareholders each calendar quarter of $1 per share and you paid $100 to buy one share. After receiving your first ...
... slowly reclaiming the declines of the bear market over the next several years. In fact, it took three-quarters of a decade before stocks finally made new highs again, and the real breakout of the 1980s ...
...
Investing can also play a big role in building wealth over time. There are a variety of investment options available, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). It’s important ...
Wondering why your investments have been performing better lately? While I’d love to take the credit, the turnabout for stocks and bonds so far this year is, as always, due to a variety of factors. But ...
... that you’d prefer not to commit to the stock and bond markets? Otherwise, you could let the money accrue interest for up to 30 years.
The interest accrues tax-deferred until withdrawn unless you choose ...
... we roll into the new year.
Here’s a roundup of how major markets performed during Q4 and year-to-date, respectively:
US Large Cap Stocks: up 7.6%, down 18.2%
US Small Cap Stocks: up 6.2%, down ...
... awhile and know the how’s and why’s of each investment, you can move on to basic rebalancing.
But let’s say 1-2 indicate a need for regular draws from your portfolio. Stock funds pay dividends quarterly ...
... selling a passively managed ETF like the S&P 500 fund, SPY, you could use an actively managed mutual fund that owns large cap US stocks. Or you could use a foreign ETF in place of a domestic ETF. It’s ...