How we, as investors, define “the market” can obscure actual investment experiences. To illustrate, look at the following four measures of 2020 year-to-date returns through
From March 24th, 2020 through May 26th, 2020, the stock market, as measured by the S&P 500, returned 36%. That is not typo. Over the same period of time, we have seen a torrent of terrible economic news. For example, on April 24th, the Congressional Budget Office (CBO) released updated economic forecasts that included the following:
From February 20th, 2020 through March 23rd, 2020, the S&P 500 plummeted 34%. Concerns about the human and economic impact of the Coronavirus drove stock
Since our March 9th note placing current market volatility in context, the market, as measured by the S&P 500, has continued to see major swings
Why not sell out and get back in when things are calmer? That is the question many investors are asking as the Coronavirus-provoked market volatility
This morning global equity markets continued the recent volatility around the Coronavirus’ human and economic impacts. As of this morning, the S&P 500 is trading
As I sit to write this post, the Dow Jones Industrial Average is down just less than 1,000 points. Concerns around the impact of the
As we begin the new decade, I thought this would be a good time to consider what a reasonable long-term equity return expectation might look
One of the benefits derived from the evidence-based investment approach is the systematic avoidance of underperforming investment strategies. Media narratives and marketing drive many of
The financial advice industry has long been separated between 1) Registered Investment Advisor firms (RIAs), which operate under the Investment Advisers Act of 1940 and
Ian A. Post, CFA, CFP®
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