Login
BLOG & COMMENTARIES
Blog Posts
Timely insights from our team
Commentaries
Concise overviews on a variety of economic and market events that affect all investors
As a novice investor, it’s hard not to worry about sudden swings in the market tied to a roller coaster of current events. But in reality, there will always be major events, and when we look at their impact on returns we see that historically most events don’t have a long-term impact on market performance. The worst returns in the stock market happen during recessions and the worst returns in the bond market happen during unexpected higher inflation. Our Market History Report shows you a year-by-year view of the investment performance of stocks, bonds, and cash and corresponding major events since 1928.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Additional Commentaries
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?
Latest Market History Report
02-20-2025
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?
05-07-2024
After strong stock returns in 2023 and again in the first quarter of 2024, volatility has reared its ugly head in recent weeks. In today’s blog, we want to look at why that has been happening and what we see looking ahead. Over the past twelve months, the S&P 500...
Is the Magnificent Seven really the Magnificent One?
03-05-2024
The tech stocks labeled the Magnificent Seven last year, may not be so magnificent after all.
The Debt Ceiling and the Bond Market
05-02-2023
The political fight over the debt ceiling is impacting the bond market.
How Does the US Rank in Taxes?
10-26-2020
In case you were considering moving to another country after the election, here is how other countries stack up versus the US in taxes.