I looked back at the last 20 years of the US stocks and bonds market and made a few observations. This is the first in a series.
Investments
Is it time to reassess your risk tolerance?
After years of market growth, we experienced a bear market. Is it time to reassess your risk tolerance and reorganize your financial plan to reflect that?
Recent Stock Market Performance in Context
The stock market has been quite volatile in the last month. There has been considerable investor uncertainty associated with the novel coronavirus and COVID-19. Historical perspective The chart shows the performance of the S&P 500, adjusted for inflation using the US Consumer Price Index (CPI) since the beginning of 1926 (when the Standard Statistics Company[Learn more…]
How many investment accounts do I really need?
Many clients come to Sensible Financial with a tangle of investment accounts. We analyze and reorganize their investments to make them more efficient and less expensive.
What’s the difference between Restricted Stock Units (RSUs) & Restricted Stock Awards (RSAs)?
Both RSAs and RSUs are employer plans designed to reward and retain employees by offering additional compensation in the form of company stock. This article will help you understand the key differences between the plans and learn about potential tax saving strategies.
Stop, Look, and Listen: Don’t Be A Ponzi Scheme Victim
Why are Ponzi schemes so popular, both with fraudsters and with investors, and how can you avoid becoming a victim?
What You Owe John Bogle, Iconic American Inventor
This article first appeared on Forbes.com. Modern Portfolio Theory, the work of Markowitz, and Sharpe, and many, many others, is the foundation of how we think about finance and financial markets. Both Markowitz and Sharpe won the Nobel prize in Economics, and many of their intellectual descendants have done so as well. One of the[Learn more…]
