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blue bar chart denoting years stock is held and periods of positive return, range from 1 day to 30 years

Chart of the Day: Better than 50/50, Especially in the Long Run

Today’s Chart of the Day from @morganhousel on Twitter illustrates the odds that you will have a positive return in the stock market based on how..

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chart shows average US car prices from 2016 - 2023

Chart of the Day: Record Car Prices

Today’s Chart of the Day is from a CNBC article titled, “With just 8% of new vehicles costing under $30,000, ‘it’s the least affordable car market in..

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chart shows the impact of inflation on income, countries included are Germany, UK, US, and Japan

Chart of the Day: A Productive US vs. the UK/Japan

Today’s Chart of the Day from Invesco’s mid-year outlook shows that high inflation is reducing household disposable income. A closer look shows..

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US dollar is represented in dark blue, other currencies considered include the Euro, Pound and Yen

Chart of the Day: Dollar Reign

Today’s Chart of the Day comes from the Financial Times and shows the dominance of the US dollar in central bank reserves globally, represented in..

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orange bar chart shows passenger trips on public transport broken down monthly from 2019 - 2023

Chart of the Day: Post-Pandemic Trips

Today’s Chart of the Day is from the Wall Street Journal. Some things have not gone back to “pre-pandemic” days. One is the percentage of those who..

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graph shows relationship between buying and renting from 1970 to 2022

Chart of the Day: Buying vs. Renting

Today’s Chart of the Day comes from re:venture in a discussion on Reddit. It's important to remember that the monthly cost to buy (yellow) is usually..

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Building a Foundation of Security: The Importance of Establishing a Trust for Your Disabled Child

When it comes to securing the future of a disabled child, establishing a trust is a powerful and proactive step that parents should consider. A..

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three blue pie charts showing under performance and out performance of three different funds

Chart of the Day: Equal Weight for an Even More Incredible Win

Today’s Chart of the Day is from S&P Global. If you follow my posts, you will not be surprised that over the last 20 years the S&P 500 index, where..

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the declining birth rate is represented by a blue line, data spans from 1980 to 2020

Chart of the Day: US Birth Rates

Today’s Chart of the Day from Econofact.org shows the trend in US birth rates which peaked in 2007 and is now 20% less.

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Commentary of the Day: NASDAQ 100 Concentration

Today’s Chart of the Day is a comment about a unique risk that can occur in successful index funds. For instance, we often hear about what many call..

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S&P 500 top holdings over the years including Wal-Mart, Amazon, Shell, and Coke

Chart of the Day: Winners May Not Always be Winners

Today’s Chart of the Day comes from A Wealth of Common Sense and shows the top 10 companies in the stock market going back to 1980.

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Chart of the Day: Invest from the Start

Today’s Chart of the Day comes from @QCompounding on Twitter and shows the value of some well-known companies now vs. when they became publicly owned.

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Chart of the Day: 60% of People Own Stocks

Today’s Chart of the Day from an article called “Best Time to Buy Stocks” shows the percentage of households that own stocks of any form. Besides a..

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green beachy building with palm tree out front

1031 (CRE) Exchanges: What You Need to Know

If you’re a real estate investor hoping to expand your portfolio, you may want to consider a 1031 exchange. A 1031 can be a great way to purchase..

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Chart of the Day: Beef vs. Pork

Today’s Chart of the Day from the Wall Street Journal shows that you aren’t imagining that beef prices have gone up. Beef prices have increased..

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Chart of the Day: Better than 50/50, Especially in the Long Run

Today’s Chart of the Day from @morganhousel on Twitter illustrates the odds that you will have a positive return in the stock market based on how long you own stocks.

More

Chart of the Day: Record Car Prices

Today’s Chart of the Day is from a CNBC article titled, “With just 8% of new vehicles costing under $30,000, ‘it’s the least affordable car market in modern history,' expert says.”

More

Chart of the Day: A Productive US vs. the UK/Japan

Today’s Chart of the Day from Invesco’s mid-year outlook shows that high inflation is reducing household disposable income. A closer look shows another interesting note: $100 worth of income in the United States in 1999 is now $170 in 2022, an impressive 70% increase.

More

Chart of the Day: Dollar Reign

Today’s Chart of the Day comes from the Financial Times and shows the dominance of the US dollar in central bank reserves globally, represented in dark blue.

More

Chart of the Day: Post-Pandemic Trips

Today’s Chart of the Day is from the Wall Street Journal. Some things have not gone back to “pre-pandemic” days. One is the percentage of those who continue to work from home.

More

Chart of the Day: Buying vs. Renting

Today’s Chart of the Day comes from re:venture in a discussion on Reddit. It's important to remember that the monthly cost to buy (yellow) is usually more than the cost to rent (blue), but a large difference between the two is not sustainable.

More

Building a Foundation of Security: The Importance of Establishing a Trust for Your Disabled Child

When it comes to securing the future of a disabled child, establishing a trust is a powerful and proactive step that parents should consider. A special needs trust or a supplemental needs trust provides financial stability, asset protection, and preserves eligibility for government benefits. Together we will delve into the key reasons why establishing a trust for a disabled child is crucial and how it can provide long-term security and peace of mind for both the child and their family.

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Chart of the Day: Equal Weight for an Even More Incredible Win


Today’s Chart of the Day is from S&P Global. If you follow my posts, you will not be surprised that over the last 20 years the S&P 500 index, where larger companies make up more of the index than smaller ones, beat actively managed funds an incredible 92.4% of the time. That is a high bar to beat.

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Chart of the Day: US Birth Rates

Today’s Chart of the Day from Econofact.org shows the trend in US birth rates which peaked in 2007 and is now 20% less.

More

Commentary of the Day: NASDAQ 100 Concentration

Today’s Chart of the Day is a comment about a unique risk that can occur in successful index funds. For instance, we often hear about what many call the “Tech-Heavy NASDAQ” which refers to the Invesco QQQ Trust Exchange Traded Fund (ETF), the 5th largest exchange-traded fund in the US.

More

Chart of the Day: Winners May Not Always be Winners

Today’s Chart of the Day comes from A Wealth of Common Sense and shows the top 10 companies in the stock market going back to 1980.

More

Chart of the Day: Invest from the Start

Today’s Chart of the Day comes from @QCompounding on Twitter and shows the value of some well-known companies now vs. when they became publicly owned.

More

Chart of the Day: 60% of People Own Stocks

Today’s Chart of the Day from an article called “Best Time to Buy Stocks” shows the percentage of households that own stocks of any form. Besides a slight decline after the Great Recession, the percentage has held steady between 50%-60% of the US population and currently stands at 61%. 

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1031 (CRE) Exchanges: What You Need to Know

If you’re a real estate investor hoping to expand your portfolio, you may want to consider a 1031 exchange. A 1031 can be a great way to purchase commercial real estate without having to immediately pay the properties’ capital gains taxes. By saving money on your taxes, you can use the funds to invest further, make improvements to the property, or consolidate your portfolio. But how do you know if a 1031 is your best option? We’ll explain what a 1031 is, how it works, and whether or not it’s a good investment for you.

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Chart of the Day: Beef vs. Pork

Today’s Chart of the Day from the Wall Street Journal shows that you aren’t imagining that beef prices have gone up. Beef prices have increased significantly versus chicken and pork since the pandemic.

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