A periodic post on market trends, investor education, and financial planning.
A daily perspective of thoughts and research at the intersection of markets, economics, and lifestyle.
As the Coronavirus spreads, worldwide anxiety increases. Explore 4 ways that momentous events can affect investment decisions — and how to remain balanced amidst the fear.
Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.
Starbucks is a great example of a high quality, global company that has done a great job branding. Their stock price has seen large fluctuations since it's IPO but has rewarded long term investors. We provide an Investment 101 in our most recent Sandbox Blog post using Starbucks as our example.
S&P 500 is now positive in 2020 yet roughly 2/3 of the companies in the index are still negative on the year! Under the hood, 320 of the 500 companies are still negative. Thanks to Amazon, Microsoft and Apple for the help.
We are just past the halfway point and 2020 has provided plenty of fireworks! After the fastest-ever bear market decline, the stock markets staged their best 50-day rally ever. Time to review, assess and plan for the second half.
A great visual chart of the major pullbacks in the S&P 500 since the end of Financial Crisis (2009). From the prior recession low, just over a decade ago, there have been many bumps in the road but we have seen stock markets move significantly higher.
Despite many news worthy headlines in 2020, this is also an election year. History shows that the stock market has statistically predicted the winner of the presidential elections 87% of the time.
The Stock Market is Flat over the last 12 months, which is a Good Lesson for Investors.
Over the past 24-hours, there has been a variety of new headlines resulting in a significant change of sentiment for investors. We outline a few.
You may be tempted to panic or sell when the stock market is down. However, with a wise strategy, you may want to reconsider saying the course. Here's why.
April is Here, closing out a historic quarter in the markets and our lives have been dramatically altered. Good riddance.
If you're retired, a market crash is cause for concern. Here are 4 things you can do to help make positive financial decisions in the wake of a market downturn.