Category

Investment Returns

Active Fund Managers and Stock Pickers failed to beat their benchmarks again in 2018.

Stock Pickers Fared Poorly Again in 2018

By | 2018, Active Investing, Investing Lessons, Investment Returns, Market Index, Market Volatility, Passive Investing, Returns | No Comments

With equity markets experiencing levels of volatility not seen in recent years, 2018 was widely viewed as an opportunity for stock pickers and other active managers to outperform their passively managed and index fund counterparts.  The actual result was more of the same mediocre performance and a reinforcing belief that it is difficult to beat the market. According to The…

Read More
John Bogle is the father of index funds.

Remembering John Bogle

By | Investing Lessons, Investment Returns, Market Index, Passive Investing | No Comments

The investing world lost an innovator and advocate for small investors everywhere when John Bogle passed away on January 16, 2019 at the age of 89.  Known affectionately throughout the investing world as Jack, Bogle rose to fame as the founder and former chairman of the Vanguard Group, located in Malvern, Pennsylvania. Jack Bogle is credited with launching the first…

Read More
How will investors face in 2019?

Looking Ahead to 2019

By | Bond Markets, Equity Markets, Fixed Income Markets, Investing Lessons, Investment Returns, Market Corrections, Market Volatility, News and Events, Patience, Real Returns, Returns, Speculation, Stock Markets | No Comments

After the worst year for equity markets in a decade, some investors may be asking themselves “what now?”  It is not unusual for investors to question their investment decisions and investment allocations after a year where very little seemed to go right for equity markets.  After a trying year in 2018, what does the new year hold for investors, and…

Read More
2018: A Battle Between the Bear and Bull

2018: The Year in Review

By | 2018, Economic Growth, Equity Markets, Fixed Income Markets, Investment Returns, Market Corrections, Market Volatility, Returns | No Comments

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair…”…

Read More
Mkt volatility

How to Handle Stock Market Volatility

By | Investing Lessons, Investment Returns, Market Corrections, Market Volatility, Returns, Risk, Stock Markets | No Comments

Barring an extraordinary Santa Claus rally in the last week of the year, 2018 stands to be a disappointing year for domestic and international equity markets alike.  Investors have enjoyed an uncharacteristically long bull market rally that has lasted almost a decade, so the recent downward market volatility we have experienced may seem very unsettling to many investors.  It is…

Read More
Is there a right and wrong time to retire?

The Worst Time to Retire?

By | Investment Returns, Market Index, Retiree, Retirement, Retirement Income, Retirement Planning, Retirement Savings, Returns, Risk | No Comments

Investment News, a weekly national publication for financial advisors, recently published an article titled “Sinking At Retirement” by Greg Iacurci.  The article maintains, “Current market conditions bode horribly for near-term retirees.”  Many baby boomers, including some of our clients, are planning to retire soon.  Should pre-retirees on the verge of retirement be concerned about the impact current market conditions may…

Read More
Market Volatility Can Test the Resolve of Investors Who React Emotionally

Some Perspective on Market Volatility

By | Investing Lessons, Investment Returns, Market Corrections, Returns, Stock Markets, Uncategorized | No Comments

Before the brief ten percent market correction that began on January 26th and ended on February 8th, domestic equity (stock) markets enjoyed the longest period of market calm in history.  Prior to the recent period of volatility, the S&P 500 had not retreated by 3% over one day or several days since November 4, 2016.  The streak shattered the previous…

Read More
2017:  The Year in Review

The Year in Review: 2017

By | Investing Lessons, Investment Returns, Market Index, Returns, Stock Markets | No Comments

Heading into the year, 2017 was viewed by many investors with a great deal of trepidation and concern.  Political turmoil in the US, uncertainty in the global  economy, rising tensions in the middle east, strained relations with North Korea, and an eight year-old domestic bull market gave many investors pause for the prospects of 2017. For all the potential causes…

Read More
A new fifteen year study finds that passive investing strategies beat active investing strategies.

Passive Investing Beats Active Investing Over 15 Year Timeframe

By | Active Investing, Investing Lessons, Investment Returns, Passive Investing | No Comments

“Just wait until next year” was the lament of faithful Chicago Cubs’ fans for over 100 years before last season.  From 1908 until their victory over the Cleveland Indians in the 2016 World Series, fans of “the Lovable Losers” would lick their wounds from the previous season while optimistically looking forward to next spring when the Cubs would begin the…

Read More
Investors Can Learn a Lot from Farmers!

What Lessons Can Investors Learn from Farmers?

By | Financial Planning, Investing Lessons, Investment Returns, Passive Investing, Patience, Retirement Planning, Retirement Savings, Returns | No Comments

Spring is my favorite season of the year.  I suspect many of you feel the same way based on the amount of outdoor activity I have observed in recent days.  For me, spring means the start of the Major League Baseball season, hours of therapeutic and relaxing lawn care and landscaping activities, and the opportunity to watch my daughter Erin…

Read More