Part 2. of 2. Individual Investors Left alone, many individual investors are horrible at timing the market. Instead of “buying low and selling high” people tend to do the opposite. The proof is in the chart below: The terrible investor results are terrifically poor. This chart reflects the results of purchases and redemptions from stock […]
Part 1 of 2 on Investing: Active vs. passive investing For this article the passive approach will be reflected by the S&P 500 stock index. Understanding the differences: It’s easy to get caught up in the Wall Street hype about which investment approach is better. My friends at Frank Russell Investments provided a good description […]
Today’s blog is a quick audio review of the economy and stock and bond markets. Take a listen and get caught up. Click her to listen to update Please call me if you have any questions. 630-942-9007
In addition to Halloween, the month of October is known for creating spooks and scares among investors. When it comes to wealth suddenly disappearing, October can be quite frightful. The stock market crash of 1929 that led to the Great Depression occurred in October. So did the 22.6% plunge suffered by the Dow Jones industrial average in […]
As the Dow nears hitting 17,000 after dropping to 6,626 back on March 2, 2009, you would think there would be mass euphoria and an upbeat feeling among you and your peers. Surprisingly, I don’t see or feel it. But, why is that? Shouldn’t everyone be feeling fantastic about their financial situation with such an incredible […]
We know department stores will have huge sales the day after Thanksgiving, but no one tells us when stock or bond prices are going on sale. Analysts are paid big money to try and predict investment (Stock & Bond) prices, but they are often wrong and much better at hindsight than forecasting. What we know… […]
Last week, the stock market had its worst week in quite a while, including a 300 point sell off for the Dow. Is the next “correction“ finally underway for the market? When people talk to me about “the market,” why is it they usually mean the U.S. large company indexes? I guess they believe […]
In 2014, resolve not to “time the market”. “Time in the Market” is one key to long-term investment success. When you look at the chart below you will see just how bad retail (non-professional) investor’s performance is compared to what they could have made had they only been “buy and hold” investors. THE NUMBERS […]
The U.S. stock market just had a terrific first quarter. The S&P 500 index was up 10.0% over the past three months. My client portfolios were not up that much because they also own many other investment asset classes that didn’t advance nearly as much. For example, the bond market was flat for the quarter, […]
The Dow Jones Industrial Average (Dow) closed just above its peak 5 ½ years ago, but as you will see below much has changed over that time. The Last Time The Dow Was Here (Oct. 2007) vs. Today: Dow Jones Industrial Average: Then 14164.5; Now 14253 Regular Gas Price: Then $2.75; Now $3.73 GDP […]
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- Mike Pensinger: It's studies like this that emphasize the importa...
- Brad Rosley: Hi Victor, glad you liked it. sign up for the week...
- Victor Rojas: Brad Excellent post, I'll follow your technique ...
- Brad Rosley: Thanks for sharing Steve. I learned quite a bit fr...
- Steve Groenier: Great story Brad. I remember road trips with my fa...