Indexing: How Big is too Big?
…Since 2008, while more and more dollars have flowed into index funds, bid-ask spreads for stocks in the S&P 500 Index have declined. Another objective measure to consider is the…
…Since 2008, while more and more dollars have flowed into index funds, bid-ask spreads for stocks in the S&P 500 Index have declined. Another objective measure to consider is the…
Nothing may be as unnerving to investors as a spike in market volatility. On September 18th, the S&P 500 Index closed at an all-time high of 2,011. Just seventeen trading…
If you own a home or a car, you’re probably familiar with property and casualty insurance. It’s one of the most common forms of insurance available – providing protection against…
…2012.” Unfortunately for readers, in a year when the S&P 500 returned 16%, half of Fortune’s picks actually lost money. 1 Goodyear Tire declined by 3%, Enbridge Energy lost 13%…
Not one to make New Year’s resolutions? Fine, but you may be missing out if you don’t resolve to maximize your 401k plan this year. If you’re already contributing the…
…are similar to the kinds of wild swings we see regularly among cryptocurrencies’ hottest hands. For example, consider year-to-date weekly numbers for Bitcoin vs. the S&P 500 Index (a proxy…
…taxes. For illustration purposes only. Past performance is not a guarantee of future results. Exhibit 5: S&P 500 Index. Selected images for illustration purposes only. Exhibit 6: S&P 500 Index….
In these fleeting days of summer when the beach beckons and the pace of life slows, making financial decisions can seem as jarring as back-to-school sales in early July. But…
…the worst was over missed out on high double-digit returns for the S&P 500 (+61%) and small value stocks (+76%), and triple-digit gains for global REITs (+116%) and emerging market…
Lights, camera, auction. It’s nearly time for the Oregon Production Investment Fund (OPIF) tax credit auction, a great way for Oregon taxpayers to save on state taxes. And that’s not…
Fall. It’s the time for homecoming, football, Halloween, and…open enrollment. While specific open enrollment dates can vary from employer to employer, open enrollment allows employees to opt in or opt…
…the S&P 500 has had an annualized real return of 7.2%, turning $1 of purchasing power into $752 of real purchasing power over that 94-year period. Conversely, one-month Treasury bills,…