Category: Education


How to Think About Investing Cash on the Sidelines

This is a story many of you will be familiar with. You have money to invest that’s been sitting in cash. This is money you don’t expect to need or access for more than 20 years, if ever. You know that cash is likely to significantly underperform a diversified investment portfolio over the next 20+ […]

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5-Chart Friday (2/14/20)

5 charts from the past week that tell an interesting story in markets and investing… 1) Growth vs. Value The ratio of growth stocks to value stocks is at its highest level in 19 years. The top 10 holdings in the large cap growth ETF (IWF)… The top 10 holdings in the large cap value […]

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The Price of Admission

When investors think about risk, 2008 is usually the first thing that comes to mind. And for good reason. It was the worst year that most investors alive today have ever experienced. With dividends included, the S&P 500 lost 37% in 2008, its largest decline since 1931 (during the Great Depression). Since the end of […]

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5-Chart Friday (2/7/20)

5 charts from the past week that tell an interesting story in markets and investing… 1) All-Time Highs … Again Well, that was quick. After a brief 3% pullback on “coronavirus concerns,” the S&P 500 and other major US indices rocketed back to new all-time highs this week. For the S&P 500, it was the […]

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