By understanding the historical performance and risks of the S&P 500, you can be better prepared to make rational investment decisions.
Stock Market
Who’s Afraid Of The Debt Ceiling? (part 2)
The debt ceiling is the maximum debt that the Congress has authorized. How can the debt ceiling ever be breached?
Why Are Stocks And Bonds Both Down? Part III
How bonds can still provide diversification to your portfolio, even though stock and bond returns are just uncorrelated.
Why Are Stocks And Bonds Both Down? Part II
Why have both stocks and bonds declined? Rising interest rates and poor earnings forecasts are only part of the story.
Should You Have a Backup Budget? (part 2)
How do you create a backup budget and how can this exercise lead to a more nuanced risk capacity analysis?
Is It Time to Consider a Backup Budget?
If you are flexible in your spending, creating a backup budget may measure your risk capacity more accurately, illustrating how much stock you can afford.
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…]