In theory, asset location is straightforward. In practice, investors rarely have the exact mix of taxable and tax-advantaged account balances needed to place every investment in its ideal location.
First, congratulations to the Houston Astros - World Champions!! The equity markets moved higher once again this week, with all three major indices settling at fresh record highs.
GO ASTROS!!! OK, now that I got that out of the way - stocks began the week on a lower note as investors cashed in on last week's record highs, but reclaimed their losses on Friday, thanks to an impressive batch of technology earnings.
The US stock market has delivered an average annual return of around 10% since 1926. But short-term results vary wildly, and in any given period stock returns can be positive, negative, or flat.
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
I feel like a broken record, but the stock market advanced once again this week, notching a new record high in all five sessions, as investors digested another batch of third quarter earnings.
Of course, I’m kidding. We are not selling our stocks and we are not preparing for doomsday. But, did my sensational title get your attention? I thought it might!
It will soon be the 10-year anniversary of the Global Financial Crisis when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half.
Can blindfolded monkeys throwing darts at pages of stock listings select portfolios that will do just as well as a portfolio constructed by professional stock pickers?
“Nothing exudes manly confidence like a mouthful of adult braces!” This was a hook for an advertisement I heard recently by an invisible aligner company.
Well, what can I say - North Korea. Wall Street took it on the chin this week as a war of words between the U.S. and North Korea prompted investors to take some profits on the heels of the stock market's most recent run to new record highs.
Nov 3, 2017 Weekly Market Recap