Larger than LIFE
…and 1980-1983. Knowing that, would you have become an investor in August 1969? You might be surprised to learn the S&P 500 Index grew at an annualized rate of 8.8%…
…and 1980-1983. Knowing that, would you have become an investor in August 1969? You might be surprised to learn the S&P 500 Index grew at an annualized rate of 8.8%…
…only pain, however, was felt by investors who shifted their portfolios in response to such dire warnings. By year’s end, S&P 500 Index had risen 12% while small cap stocks…
…but instead of Phil’s shadow, evaluated something known as the “January Barometer.” It states the performance of the S&P 500 Index in the month of January predicts the market’s direction…
With mortgage rates at historic lows, homeowners need only turn on the news to be bombarded with ads encouraging them to refinance. Get a mortgage rate you can live with!…
…tested it against a 50/50 stock/bond portfolio comprised of the S&P 500 Index and U.S. Treasury bonds. Years later, he added small cap stocks to the mix and found a…
…portfolio comprised of the S&P 500 Index and U.S. Treasury bonds. Duquette’s latest research highlights how adjustments to an investment portfolio composition—specifically, including better diversification and increasing the portfolio’s stock…
…Stock Slices™: “Now anyone can own any of America’s leading companies in the S&P 500 for as little as $5.” Well, isn’t that just dandy. The truth is, investors have…
As December days dwindle, it’s time to wrap up financial planning tasks for the year. Less onerous than a day of shopping at a crowded mall, year-end financial housekeeping is…
…row of double-digit annual returns. The S&P 500 Index closed at new record highs 75 times throughout the year. As our friends at Dimensional Fund Advisors wrote, “breaking records sound[ed]…
…something known as the “January Barometer.” It states the performance of the S&P 500 Index in the month of January predicts the market’s direction for the entire year. Vista’s Chief…
When Ben Franklin said, “An ounce of prevention is worth a pound of cure,” he wasn’t—surprise—doling out medical wisdom. In urging Philadelphians to protect their city from fire, he was…
…financial markets. The chart below shows cumulative investor cash flows in or out of stock markets, juxtaposed against the return of the S&P 500. What’s clear is investors still fleeing…