What If Everybody Indexed?
…Index funds in name only Behind much of the growth in indexing has been the proliferation of exchange-traded funds (ETFs). In the past two years alone, more than 500 new…
…Index funds in name only Behind much of the growth in indexing has been the proliferation of exchange-traded funds (ETFs). In the past two years alone, more than 500 new…
…at times be discouraging. Consider the six years ending in 2000: small cap stocks underperformed the popular S&P 500 by 12% per year! And from 2007-2015, growth stocks in the…
…markets. Just a few weeks later, however, stock indices, including the S&P 500 and Britain’s FTSE 100, reached new record highs. Election day in the U.S. provided another dramatic twist….
…Chuck. His fund just outperformed the S&P 500 Index for the fifth year in a row.” The implication, of course, is that Chuck will continue his winning ways and by…
…S&P 500 Index falling 5% and international stocks shedding 10% in just two trading days. No one knows exactly how “Brexit” will ultimately impact the United Kingdom, Europe and the…
…the S&P 500 Index has gained an average of 8% in the years a Democrat has held the highest office, compared with a 5% gain under Republican presidents. While fascinating,…
…has whipped the media frenzy into high gear. Daily headline stories tell us how much the S&P 500 Index has risen since its 2009 low (+215%), how many calendar days…
…past five years. Despite being a strong period overall, returns of the selected asset classes shown below have varied dramatically. Note: Large = S&P 500, Small = Russell…
…Morningstar’s database which have been around for 20 years, only 13 outpaced the S&P 500 index by an average of four percentage points per year or more.[2] And these winners…
The purpose of estate planning is often to pass assets to survivors and heirs with as little tax as possible. Planning can be challenging as estate tax laws are complicated…
…the Standard & Poor’s 500 Index of large company stocks has surged nearly 210%, recently hitting 2,080, its highest level ever. The financial media loves market milestones such as these….
Fueled in part by historically-low mortgage interest rates, sales of new and existing homes have surged recently. In 2013, new home sales hit their highest annual level in five years,…