Here’s a crazy fact: At the end of 2011, the S&P 500 index(1) ended at exactly the same 2010 index number of: 1,257!! What makes this more incredible is the fact that 2011 saw some of the greatest stock market movement (called volatility) in history, yet it finished virtually unchanged. These facts alone should be a […]
Investment return of 0%? Read More »
Market volatility has returned with a vengeance. As the market swings dramatically (see recent one-day returns for the S&P 500 Index below), it’s natural to worry about your investment strategy. S&P 500 Index One-Day Return October 3 – November 1, 2011 SOURCE: Bloomberg (total returns)[1] The good news is that we have methods that may
Mood Swing, Market Swing…help is on the way!! Read More »
Don’t shoot the messenger (or your advisor for that sake)! If you only pay attention to your quarterly/monthly statements, chances are high that you were fairly upset by the lack of performance reflected on your third quarter statement (the one you received in early October). In fact, the 3rd quarter (July 1 through September 30th
Money Buckets “1 through 6…” Read More »
Let’s address this perpetual issue again….and yet, again. You go to work on Monday and you find yourself surrounded by your colleagues at break/lunch time. It seems everyone is venting a laundry list of their irks and tribulations of family life, school, and those darn taxes and insurance premiums; while some are talking about the
