Your Diversified Portfolio vs. The S&P 500 “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that while the U.S. equities market [...]
Halloween isn't the only spooky event in October! October is challenging investors. October has almost always been challenging investors. Just take a look at the chart below. Since 1950, October has delivered more 1% market swings (up or down) than any other month. This year is proving to be no [...]
Guinness Book of *Bogus!* Humans are obsessed with records. The fastest. The strongest. The first. The longest. Every time we see a new record being broken, we feel like we’re witnessing something historic. Within the past few months, we added a new record to the list: The Longest Bull Market [...]
Are You Getting Hosed? If you're like lots of Americans, at some point a securities broker sold you a bunch of mutual fund or annuity products. He or she made a lot of money, and they called a few times in the first year. Since then, you haven’t heard from [...]
