There are many other variations on these themes. The point is, indexes using different weightings can reach significantly different conclusions about the performance of the same market slice.
I read this article (4 money mistakes people keep making when they’re expecting a baby) by Sheryl Nance-Nash recently. I have a few clients (parents and grand-parents) that are expecting. I found it timely for them and there are lessons for others here …
Think of index points as being like thermometer degrees. Most of us can’t explain exactly how a degree is calculated, but we know hot from cold. We also know that Fahrenheit and Celsius both tell us what the temperature is, in different ways.
Early on, indexes were designed to offer a rough idea of how a market segment and its underlying economy were faring.
We have just experienced the third-best first half, in terms of U.S. market returns, of the 2000s.
US market returns and a variety of interest rates and found the empirical relation has been weak and noisy.
Friday, June 9 quietly marked an historic day in the financial services world. On that date, all financial advisors will be required to forego any sales agenda and give advice that would be in the best interest of their clients or customers—or, if they …
“Most people don’t want to become rich. They want to be rich.” John Thornton In this video, John states obviously that to become a millionaire, you need to spend $1,000,000 less than you earn. He describes some interesting money principles about compou …
Monthly statements can be difficult to read. Short term performance reports of three months or a year may not be helpful.
“In reading the lives of great men, I found that the first victory they won was over themselves… self-discipline with all of them came first.” Harry S. Truman
Where you spend your money and on what you spend your money is reflective of what your values are.
Given the cost of food, clothing, housing, travel, and medicine, I’m thankful I’m living in today’s time.