Not to be confused with asset allocation, asset location refers to the placement of certain asset types in tax-deferred accounts – IRAs and 401(k)s – and other types of assets…

…they do shine through. Chart Sources Exhibit 1: S&P 500 Index; YCharts. Exhibit 2: Russell 2000 Value Index; YCharts. Exhibit 3: S&P 500 Index; Russell 2000 Index; Russell 2000 Value…

…500 points. But a move of 500 points in either direction is less meaningful now than in the past, largely because the overall index level is higher today than it…

…S&P 500 Index returned 2%).[1] Transocean declined 40%, Royal Caribbean fell nearly 50%, and Entropic Communications plummeted 60%. The average return for all of Fortune’s “Ten Best”? A total bust—down…

…the S&P 500 Index delivered a total return of 26%, more than half of Fortune’s stocks lost money.[i] Notably, Fox Corp. fell 8%, Exxon dropped 12%, and Mosaic Company plummeted…

Less exciting than a rare Portland snowstorm, yet more rewarding than shoveling a walkway, IRS tax and limit adjustments arrive in their own kind of flurry each year. This year,…

…500 Index grew to $118,000. Every investor who held the S&P 500 for the full year earned that return. In contrast, here’s what happened if you missed the best-performing days:…

Earlier this month, the Dow Jones Industrial Average and the S&P 500 Index each closed at new all-time highs. The Dow crossed 27,000 for the first time ever, while the…

…5.9% from 2001 to 2022. This is slightly lower (although not statistically so) than the 6.0% annualized return of a traditional balanced portfolio comprised of 60% S&P 500 Index and…

…biggest company in the world and had outperformed the S&P 500 by nearly 20% per year for 5+ years. It had increased its quarterly dividend for 30 some years in…

…the S&P 500: The Great Depression, the Vietnam War, and the Tech Bubble. In the 10 years that followed these valuation peaks, the S&P 500 delivered a cumulative 54%, 84%,…

…this year. On August 11, three major market averages—the Dow Jones, Nasdaq Composite and S&P 500 Index—each reached a record high. This is the 8th new record for the 30-stock…