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.
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....
How do we do that? The answer is: making sure our sons and daughters have been educated on key financial topics.
Berkshire Hathaway CEO Warren Buffett praises indexing, and American dynamism in his 2016 letter to shareholders.
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.