While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of the major indexes that can help you put the numbers you hear in context.
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You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel overwhelming. It’s a major life change, and having a clear strategy can help ease the stress.
It is no secret that investment dollars have been shifting from actively managed investments to passively managed investments (i.e., Index Funds). There’s one number that explains a good portion of this phenomenon: 13.80%. The compounded annual growth rate (CAGR) of the S&P 500 Index over the last 15 years ending December 31, 2024, was 13.80% per year. This high rate of return has given birth to, among other things, an explosion of exchange-traded market index funds seeking better performance.
Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” Normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in recent years.
As the presidential race heats up, there is a common question on investors' minds: "How might the looming White House vote impact the markets?"
Some may wonder if they should tweak their portfolio or sit tight with the uncertainty ahead. It’s a difficult question to answer.
The stock market has continued its recent run-up to new highs, and as odd as it may seem, that may be unsettling you. You may be concerned about your portfolio given how high it has risen, what’s going on with oil prices, the real estate market and the impeachment hearings.
It’s really difficult to achieve consistent investment results. Or is it? It turns out you can dramatically improve your investment results by using three proven ingredients in your investment process.
It is no surprise that any type of investing comes with some amount of risk. Understanding what affects your risk tolerance and how to manage it, especially when you’re saving for retirement, can help you be more successful in reaching your financial goals.
Global interest rates are plunging as investors brace for a worldwide slowdown. Global investors have now pushed the yield on the benchmark 10-year Treasury note down to 1.46%, with most of the drop occurring over the past three weeks. We also recently saw the U.S.
It seems like the daily news is full of impending recession warnings from a media desperate to see the current president lose his bid for re-election. (When you look back at history, the start of a recession during an election year has not bode well for an incumbent.
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