Enhance Today | Enrich Tomorrow
In recent weeks, several Wall Street market strategists have warned of lower expected returns for U.S. stocks over the next decade. Current valuations have been a common basis for these pessimistic views. The difficulty of predicting the absolute level of…
Here’s a video of our third quarter 2024 Market Update, where we discuss the following topics: The latest long-term market summary Strong returns for US stocks, international stocks, and real estate S&P 500 performance has been mixed Why a stock…
So far, the 2024 election has provided the suspense and drama we have come to expect in presidential election years. For investors, the same questions continue to plague us as we await the winner in November. Are there signals in…
Below, you can watch our second quarter 2024 Market Update video. In it, we discuss the following topics: Recent strong performance for US and International stocks The importance of global diversification Comparing the Nvidia AI boom to the Cisco internet…
Did you know the account you hold your investments in can make a meaningful difference in taxes over your investing lifetime? This is called asset location, and Vanguard has found that it can save you up to 0.60% annually in…
Cryptocurrency has captured the attention of many investors over the last decade. Seeing large performance swings can excite a lottery mentality, tempting you to invest so you don’t miss out. But as with all investments, it’s important to understand what…
Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for US stocks Should you make changes to your portfolio in…
Many investors have been tempted to invest more, if not all, of their portfolios in the S&P 500 given the incredible run it’s had over the last decade. But today we are talking through five reasons why you should…
Below is a video of our Fourth Quarter 2023 Market Update. In the video we cover: Why even when things feel uncertain, doesn’t mean it’s a bad time to invest How different areas of the market looked in 2023 vs…
Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving, as a number of studies show people rate themselves as…
