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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 generally happen during recessions and the worst returns in the bond market most frequently happen during unexpected inflation spikes. 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.
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Additional Resource Topics
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.
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?







Always Be On Scam Alert
05-26-2026
Protect yourself and your money. Easy-to-read guide of common financial scams and how to avoid them.
Three Reasons the Market Is Up
04-28-2026
We examine why the stock market is up when there is so much uncertainty in the world right now.
Income Taxes Across Nations
04-14-2026
To gain perspective on US taxes, let’s look at a comparison with other developed nations.
War in the Middle East and the Markets
03-13-2026
Review of the oil markets and the impact of war with Iran may have on oil supply and inflation.
Our Research Published in Enterprising Investor
02-02-2026
Our research has been published in Enterprising Investor, a CFA Institute publication.
Tax-Aware Investing – Has Anyone Done the Math?
01-16-2026
Tax-aware investing, or tax-loss harvesting, can lead to worse outcomes than just paying taxes.