37 Years of Retirement
Today’s chart from BlackRock shows that from 1940 to 2015 life expectancy went up 15 years and the average years spent in retirement went from six to 37.
37 Years of Retirement
Today’s chart from BlackRock shows that from 1940 to 2015 life expectancy went up 15 years and the average years spent in retirement went from six to..
Top Heavy = Top Losses
This chart is from today’s Wall Street Journal. Because of their heavy weights in the S&P 500 index, eight companies make up half of the stock..
Diversification Saves in Down Markets
The Russell 3000 Index is made up of the largest 2,750 stocks in the United States.
Which Estate Planning Documents Do I Need?
Estate planning is the process of deciding who will receive an individual’s assets, who will manage their financial affairs if incapacitated, and..
Daily Median Income for World
From 2001 to 2017, the daily median income doubled for everyone in the world.
Winning is Hard, Staying a Winner is Even Harder
S&P Dow Jones Indices has published their updated U.S. Persistence Scorecard. A mere 2.2% of actively managed U.S. domestic equity funds in the top..
Real Estate vs. Stock Market
Past performance is no predictor of future success, but it is interesting to compare the past performance of different investments. These charts show..
Best vs. Worst
Some investment managers promote a strategy called “Sector Rotation” where they try to time the market by trading between the 11 major sectors of the..
Sale and Dividends
There are two ways to make money in stocks:
100% of the Time
I think about this chart often during discussions with clients on having too much exposure to single stocks.
Real Estate Prices vs. Income
Real estate is unique since humans need a physical place to live and work. Economics says the price of those physical places is constrained by the..
Bond Length Matters
Duration describes the time it takes for a bond holder to get all their money back and/or the change in price for each 1% change in the interest rate.
S&P 500 Wins Again
This chart from an article in today’s Wall Street Journal shows the percentage of funds that underperformed the S&P 500 in the last 12 years. Again,..