Author: Carl Goodin

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 →

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 →