Archive for December 2022

History has a way of repeating itself and in this case the historical data could provide some comfort for investors with money invested in the S&P 500 or other equity-based indices. Calendar years following midterm elections have yielded some insightful information. Since 1935, the year after the midterm election in 1934, the S&P 500 has…

Whether young and wealthy or older and wealthy, your goals regarding investing your money are the same. In fact, all investors would prefer investments that are stable and go up more than down with upside potential and returns exceeding those of the market averages. According to a study by Bank of America Private Bank, 75…

One of the best ways to develop trust in something is to be familiar with its history. As an investor, if you do not have a historical perspective of your asset allocation strategy then you will probably lose sleep worrying about your investment portfolio. Unfortunately, whether you are a retail or professional investor, being constantly…

It certainly seems like the sky is falling but it is not the first time, and it will not be the last time that you have this feeling. The crypto market is in chaos, the yield curve is inverted, all major stock market indices are down for the year, but the holiday season is fast…