Stocks Gain Tremendously Since 2009
Jan 24, 2020
Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street stocks then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of another down day for stocks. Just hours earlier, the Wall Street Journal had asked: “How Low Can Stocks Go?”1
The Standard & Poor’s 500 stock index answered that question by sinking to 676.53, even with mergers and acquisitions making headlines. The index was under 700 for the first time since 1996. The Dow Jones Industrial Average tumbled to a closing low of 6,547.05.2
To quote Dickens, “It was the best of times, it was the worst of times.” It was the bottom of the bear market – and it was also the best time, in a generation, to buy stocks.2 (more…)
Tags: financial advisor, Investment Planning, Investment Portfolio, Investments, retirement
Outlook 2020
Jan 3, 2020
Tags: Financial Planning, Investing, Investment Portfolio, Investments
Your Diversified Portfolio vs. the S&P 500
Sep 16, 2019
“Why is my portfolio underperforming the market?”
This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter.
The short answer is that even when Wall Street rallies, international markets and intermediate and long-term bonds may underperform and exert a drag on overall portfolio performance. A little elaboration will help explain things further. (more…)
Tags: financial advisor, Investment Portfolio
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