Time-Bucketing A Retirement Investing Plan Retirement is one of the biggest transitions of life, and it naturally brings up a lot of questions. For many people, the most pressing is whether existing savings will be enough to provide the life they want, for the entire length of retirement. The traditional Read More…
Stocks
The (Moderately) Terrible, Horrible, No Good, Very Bad Capital Markets
I found the chart below (from Ned Davis Research NDR.com) to be fascinating. It is a chart that only a financial nerd would love but I’ll explain more. OK, so there’s a lot going on here (too much some might say). But I think it does a very good job Read More…
Diversification Means Always Having To Say You’re Sorry
The S&P 500 is up 6.4% this year through 7/31/18. Great news, right? Yes if you were primarily invested in a S&P 500 Index fund. Even better if you are tilted toward U.S. growth stocks. If invested elsewhere, not so much. The following chart shows the year to date returns Read More…
Market Comments 2/6/2018
Stock markets started the year with an accelerated continuation of the one way staircase higher that they enjoyed in 2017 (see separate “February 2018 Monthly Market Update”). This period was marked by numerous records being broken for the longest period without even a 3% drop. Then, things changed rather quickly. Read More…
