Since 1950, the average economic expansion lasts 67 months. The average recession, though painful, only lasts 11 months.

Recessions are Painful; Expansions are Powerful

This chart comes from the Visual Capitalist. Since 1950, the average economic expansion lasts 67 months. The average recession, though painful, only..

Chart illustrates the monthly total returns of mid-cap, small-cap, S&P composite 1500, and S&P 500 stocks spanning from December 1994 – December 2020.

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Small- and Mid- vs. Large-Cap Stocks

As of today, small- and mid-cap stocks on a year-to-date basis are performing better than their large-cap counterparts by 3% and 2%, respectively...

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The "Chiclets Chart"

One of our clients calls this the “Chiclets Chart” because of its resemblance to that classic brand of candy-coated chewing gum.

chart shows annual net flows into passive funds (in purple) vs. active funds (in orange), and their dominance for the last 11 years.

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Active vs. Passive Funds

Today’s chart from Morningstar shows annual net flows into passive funds (in purple) vs. active funds (in orange), and their dominance for the last..

chart shows that from 1940 to 2015 life expectancy went up 15 years and the average years spent in retirement went from six to 37.

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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..

chart shows that eight companies make up half of the stock market’s 14% decline year to date

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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..

chart shows that the overall index is down 18% from all-time highs.

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Diversification Saves in Down Markets

The Russell 3000 Index is made up of the largest 2,750 stocks in the United States.

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Daily Median Income for World

From 2001 to 2017, the daily median income doubled for everyone in the world.

This chart shows the price for $1 in earnings from all the companies in the S&P 500 index for the last 20 years

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Selling Low

The rule of thumb is to buy low and sell high.

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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..

top chart shows that over the last 15 years the stock market was the place to be, bottom chart shows real estate performed better over 30 years

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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..

chart shows the level of dividends for all the stocks in the S&P 500

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Sale and Dividends

There are two ways to make money in stocks:

Chart shows risk of large single stock holdings

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100% of the Time

I think about this chart often during discussions with clients on having too much exposure to single stocks.

chart shows that In the past, an average house in the U.S. cost five times the yearly household income (aka our labor). As of November 2021, that ratio was 7.5 times

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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..

chart shows that Austria issued a 100-year bond with a duration of 66 years at a price of $98 and an interest rate of 0.88%.

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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.

On Our Minds

List Grid

Chart of the Day, Managing your Wealth

06/23/22

Recessions are Painful; Expansions are Powerful

This chart comes from the Visual Capitalist. Since 1950, the average economic expansion lasts 67 months. The average recession, though painful, only lasts 11 months.

Chart of the Day, Managing your Wealth

06/14/22