So far 2023 is looking good for investors! As illustrated in the chart below the Vanguard (US) Large Cap ETF gained 4.22% during the first two weeks of the new year. The small cap growth ETF is up 7.77%. ARKK is up 15.11% and TARK is up 31.43%. And as I write this on Tuesday, the 17th our investors are… Read more →
A Quick Note Regarding Investments
Our clients’ portfolios gained value in October. Every one of them. The portfolio that gained the least was up 1.1%. The portfolio with the greatest gain was up 6.22%. Note: The calculation used to determine investment returns experienced by our clients is called the internal rate of return. It is cash flow specific and is net of all fees and… Read more →
Treasuries, Vaccines, Anniversaries, & More
“You can get so confused that you’ll start in to race…and grind on for miles across weirdish wild space, headed, I fear, toward a most useless place. The Waiting Place.” – Dr. Seuss. When our children were young, we often read books by Dr. Seuss to them. Hop on Pop, The Sleep Book, Fox in Socks, and Oh, the Places… Read more →
July 2022 – Investing, Lifespan, RMDs, Vacation
Investors suffered losses during the first half of 2022. The picture below tells the story. Since the downturn has been due primarily to Fed actions intended to abate rising inflation, stocks and bonds have lost value. During the period the Vanguard Long-Term Corporate Bond fund and the Vanguard Large-Cap Stock fund each lost 20% of their value. The stocks of… Read more →
Big Sale on Stocks!
Good news, investors: Wall Street is holding a sale, offering stocks at 20% off! The statement above comes from a publication called MarketWatch, a subsidiary of Dow Jones and Company, the publisher of the Wall Street Journal. The article also points out that those who buy stocks the day the S&P 500 enters a bear market have made an average… Read more →