Archive for December 2021

The literal answer to this question is probably yes but, unfortunately, not because you have experienced extremely high returns. With the exception of “do it yourself” investors or high net worth individuals, for efficiency, the investment strategy recommended by your adviser is most likely predetermined and selected from a chart of strategy ideas which are…

When market returns are well above the average there is likely to be a reversion to the mean but as a long-term investor what should you expect? There have been 34 times since 1926 that the S&P 500 has returned 20% or more through 2018. The average total return since 1926 through 2018, for 5-year…

For most investors the answer to this question is probably yes as too many individual investors allow fear and greed to rule the day. If you are like many investors who left the equity markets after the 37% decline in 2008 you would have missed out on a 13.1% average return from 2009 through 2018…

For Millennials, the coronavirus has created an investment opportunity. As the stock market plummets, Millennials should be gearing up for one of the best long-term investment opportunities in their lifetimes. Historically, investors entering the market after declines of 10% or more during a calendar year would have earned an average of 2.1% more than the…

Concerned about the current market turbulence, is it making you seasick? Rarely does the news being broadcast touch on the basics that would relieve the fear felt by the average investor. Thus, it is not surprising that people feel queasy about today’s market.  So, should you be worried? That of course depends on who you…