Latest Market History Report
View the latest Market History Report which provides the real returns on stocks, bonds and cash, plus annual inflation and the context of historical events.
Is the Stock Market Running Out of Steam?
MISSION WORK WITH US INSIGHTS ABOUT US CAREERS CONTACT Is the Stock Market Running Out of Steam? After strong stock returns in 2023 and again in the first quarter of...
Is the Magnificent Seven really the Magnificent One?
The tech stocks labeled the Magnificent Seven last year, may not be so magnificent after all.
How Does the US Rank in Taxes?
In case you were considering moving to another country after the election, here is how other countries stack up versus the US in taxes.
150 Years in 5 Charts
The ingenuity and resilience of humans is amazing. And by extension, the creativity and adaptability of businesses and the economy is a reflection of that.
Five Ways FOMO Gets You Into Investing Trouble
We consider how FOMO – Fear Of Missing Out – leads to bad investing decisions.
Selling Employee Stock Options? Decide in 7 Steps
Follow 7 steps to help make the decision of whether you should sell your company stock options and how much.
Why the S&P 500 is the best proxy for the US stock market
In most of our blog posts, we refer to the S&P 500 as representative of the US stock market. Why do we focus on the S&P 500 and why does it matter?
The Bond Market is More Important than the Stock Market
The stock market gets all of the news headlines but the bond market is nearly twice as big and more important to the health of our economy.
Are Investment Accounts Safe?
There are three basic types of banks. We are all familiar with the commercial bank—it is where you have your checking and savings account and maybe your mortgage or car loan.
Why Expenses and Fees Matter So Much
Expenses and fees have a big negative impact on your returns overtime due to the compounding effect.
Inflation Eats Away at Your Spending Power
How does inflation affect earning power over time?
US GDP measures spending not wealth or earnings
Markets are driven more by the economy than by politics.
What is a Yield Curve?
What do they mean and why do we care?