Chart of the Day: What's in Your Portfolio?
Today’s Chart of the Day from S&P Global shows the size of the United States S&P 400 Mid-Cap and S&P 600 Small-Cap Indexes vs. the size of other country’s entire market value.
Chart of the Day: What's in Your Portfolio?
Today’s Chart of the Day from S&P Global shows the size of the United States S&P 400 Mid-Cap and S&P 600 Small-Cap Indexes vs. the size of other..
Chart of the Day: Exxon vs. Dow
Today’s Chart of the Day from a Bloomberg article discusses Exxon Mobil's exclusion from the Dow Jones Industrial Average Index. The chart shows that..
When Should Parents Start Saving for College?
Next to buying a home, a college education is the largest expenditure most parents will ever make. The key is advance planning. The more money you..
Chart of the Day: West vs. East Prices
Today’s Chart of the Day from the Wall Street Journal shows that home prices are falling on the West Coast of the U.S. and rising in the East.
Chart of the Day: Real Returns
Today’s Chart of the Day from J.P. Morgan shows the history of the 10-year Treasury yield and the “real” yield, which is what you have left after you..
Chart of the Day: Personal Records
Today’s Chart of the Day is a great checklist from MarketWatch.com. As an example, I store this information in the notes of “My Card," in Contacts on..
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Planning a Family Vacation
More than 60% of adults are hoping to take a vacation this year, according to a 2023 Bankrate survey, but of those adults, 80% are making adjustments..
Chart of the Day: Opportunity in the U.S.
Today’s Chart of the Day from the Financial Times shows that the U.S. currently makes up about half of the world's stock market.
Chart of the Day: Vanishing Banks
There used to be a bank on every corner; however, today’s Chart of the Day from BlackRock shows a 71% decline in US banks since 1980. Why?
Chart of the Day: Don't Chase the Trend
Today’s Chart of the Day from Bespoke shows the difference in price, excluding dividends, if you owned the S&P 500 only during the day after it went..
Securing Your Legacy: The Importance of Wills and Trusts
Creating a comprehensive estate plan is a critical step in ensuring that your wishes are honored, and your loved ones are protected. Two essential..
Chart of the Day: GDP Per Person
Today’s Chart of the Day shows the Gross Domestic Product (GDP) per person growing 2% per year since 1870.
Chart of the Day: Pepsi Does Not Just Sell Pepsi
Today’s Chart of the Day shows 11 of the largest companies and which brands/products they own and distribute.
Chart of the Day: Tremendous Equity
Today’s Chart of the Day shows that a combined 68% of Americans have paid off their mortgage or have at least 50% in equity. If there is a “downturn”..
Chart of the Day: ETFs Win Again
Today’s Chart of the Day from OliverWyman shows the number of new funds being created each year in the U.S. since 2016.