Stock Market

You don’t need to do countless hours of research to become a successful investor, but it's helpful to be familiar with financial market history, including booms and busts.

You may have noticed “Bull Market” sneaking into news headlines as of late, and that’s because over the past month, markets saw a significant increase in expected returns within a short period of time.

While there are no guarantees, data shows down and sideways markets can be one of the best times to stay invested or make further investments.

It’s become common practice to utilize U.S. historical data when projecting the resilience of your financial plan. However, this can potentially underestimate the risk of a significant market crash, as relying solely on U.S. data may lead to an inaccurate perception of downside risk.

Are we headed for a “financial catastrophe”? Today’s news headlines paint a gloomy picture for the markets if Congress doesn't raise the US government's debt ceiling by June 1. However, the markets say otherwise.

An awareness of how markets tend to move over time will help you better execute your investment strategy and feel more confident in times of volatility.

Comprehensive retirement strategies require understanding the growth potential and tax impact of investment vehicles. Two options in your tool box include Roth IRAs and non-dividend paying stocks.

It’s important to note that past performance cannot predict the future. However, historical information can help you set reasonable market expectations.

You could be the brightest stock-picker in the land, but outperforming the market would still be incredibly difficult.

While there is no crystal ball to reveal what’s on the horizon, taking an objective approach to today’s top retirement woes can help you feel more at ease.

I’m a longtime fan of Professor Jeremy Siegel and his book, Stocks for the Long Run, but new research from a retired professor named Edward McQuarrie extends Siegel’s analysis of stocks versus bonds performance; finding that the two may be closer in returns than originally thought.

Stocks and bonds come with their own “risk premium” to investors, and the riskier an asset is, “the stronger the trend in the Random Walk”. To see that trend in a Random Walk assert itself, you have to stick around for the long run.