For the 10-year period 2008 through 2017, a very wide dispersion in returns has existed in markets. U.S. stocks far outperformed international stocks, and growth stocks outperformed value stocks.
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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.
What type of investor are you? This short video from Investing Made Simple explains what it means to be an Active Investor vs. a Passive Investor and illustrates the pros and cons of both.
Do you remember how many withholding allowances you claimed on the last W-4 you filled out? That's the form you have to complete when you begin a new job, so your company's payroll knows how much federal income tax to withhold from your pay.
Your plan’s investment menu includes the Vanguard Real Estate Index, an index mutual fund that invests in a diversified portfolio of “REITS” or real estate investment trusts. REITS are investment companies which own and rent out commercial real estate, such as office buildings, industrial and research parks, shopping plazas and residential projects.
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Planet Money - Inflation
This month's Planet Money podcast: The Cost of Life in America.
FYI, great summary of a little known aspect of tax reform which allows investors to defer gains (and receive a 15% step up in basis) by rolling all or a portion of the gains into low income community funds, eg Qualified Opportunity Zones.
The New York stock market crash of 1987 happened 30 years ago when, on October 19, the Dow Jones Industrial Average (DJIA or the Dow) plunged by a then-record 508 points—a 22% decline in the index.
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J.P. Morgan Guide to the Markets
I've always found this chart book to be very helpful.
The word "goals" seems to generate a certain sort of emotional weight, for many, it's a roll-your-eyes-sort-of-dread ... “Not this again.” But we've found the following ideas to be helpful as we enter the annual season of goal setting.
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Successful investing requires overcoming one’s own psychological foibles – but you must identify them first.
To prevent/minimize the impact of data breaches and identity theft:
Here’s a plus for passive investingover active: lower taxes.
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Political issues shouldn’t play a large role in long-term strategy
How do we do that? The answer is: making sure our sons and daughters have been educated on key financial topics.
Based on Russell Investments 2017 study
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Fidelity Survey: giving brings couples together, highlights importance of discussing values
Couples may want to add charitable giving to their "must dos" this Valentine’s Day.
Berkshire Hathaway CEO Warren Buffett praises indexing, and American dynamism in his 2016 letter to shareholders.
For long-term investors, knowing higher math isn’t necessarily an advantage.
By John Rekenthaler, Morningstar | 01-31-17 | 06:00 AM
When clients receive a large lump sum of cash, such as from a pension payout, bonus or asset sale, historical evidence suggests that the best decision is to invest the sum all at once according to an investor's asset allocation plan. Many investors nevertheless choose to put the money to work over time, hopefully using a systematic implementation. This research article from Vanguard explores the costs and benefits of both strategies to help guide what is a frequent decision faced by our clients.
