After living through one inconceivable event with worldwide repercussions (the COVID-19 pandemic), we now find ourselves facing another that was certainly on no one’s radar prior to 2022. How will Russia’s invasion of Ukraine impact the spending power of our dollars as well as the value of our savings in the capital markets? I had…
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As of this writing the S&P 500 is currently down almost 6% since the start of the year, one of the worst January performances in a long time. Does this indicate 2022 is likely to be a terrible year for the stock market? Let’s start with a basic tenet: nobody can predict the future. There…
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The year 2021 is coming to an end and the stock market is experiencing a level of volatility not seen for some time. The stock prices of previously high-flying companies such as Facebook are down from their previous highs. Could this be the beginning of a major downturn? One indicator that many technical stock analysts…
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The technology sector of the U.S. stock market has been on a tear. During the last decade the T. Rowe Price Science & Technology mutual fund (which I will use as a proxy to represent the sector) rose over 300% (see chart below). Younger investors who started buying stocks or mutual funds less than ten…
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The S&P 500 just set a new high last week as of this writing. It’s up over 26% so far this year. And that’s on top of a 16% rise in 2020 and a nearly 29% jump in 2019. It’s completely understandable that investors would question whether they should remain in the stock market, let…
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I came across some data from the Federal Reserve that compares the ownership of assets in the U.S. by wealth percentile (the top 1%, the next 10%, the next 40%, and the remaining 50%). To add some flavor we’ll name these cohorts the Elite, the Successful, the Middle Class, and the Working Poor. Here’s a…
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