Markets march forward to new record highs repeatedly over time despite politics. Stay in your seat!
Weighting Whiplash
2024 Q2 Quarterly Market & Portfolio Report
Midyear Review: Stocks Maintain Momentum at Year’s Halfway Point
How long can the bull market endure, and which way will inflation, and interest rates, go? Will the surge for AI-associated companies continue? Will global hostilities in the Middle East and Ukraine ease or increase? Will the US election bring a big November stock swing? (Spoiler: It usually hasn’t.) We’ll find out eventually, by the time the answers are also incorporated in market prices. Until then, 2024—like every year—is a good one for having a long-term plan and sticking with it.
AI Tide May Lift All Boats
Eventually, we may reach a point where, like the internet, it’s hard to fathom a time before broad AI usage. That means investors don’t need a narrow sector fund or concentration in a handful of stocks to capture AI-fueled gains. A broadly diversified portfolio is likely to capture what many view as a sea change event in progress.
According to Young Investors, Progress toward Goals Matters Most
Investing & Politics - A Historical Perspective
Bottom line - there is no connection to investment performance and which party is in power. It’s natural for those engaged in current politics to be very concerned about the other side winning and being in power. The flames are fanned by both sides and the media. Our advice - try very hard to disconnect your investing decisions, and emotions from current news and politics. Use data like this to remind you of the FACTS.
When It’s Value vs. Growth, History Is on Value’s Side
Top 500 Stocks, Give or Take $2.1 Trillion
The Difficulty and Rewards of Staying the Course
How US Stocks Have Behaved in an Election Month
Will Inflation Hurt Stock Returns? Not Necessarily.
3 Common Investing Mistakes
Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to go it alone could prove costly in terms of investing miscues. This article considers three common mistakes that can reduce returns and increase anxiety.