Aug 22, 2019, 11:03 AM
It was already a rollercoaster month for investors with the China trade negotiations, but when the treasury yield curve inverted, journalists jumped on the story like it was a hand grenade.
Dec 11, 2018, 7:09 AM
The past couple of months in the financial markets have been a bit choppy.
Sep 5, 2018, 10:09 AM
Last month, the news outlets were awash with stories about the current stock bull market and how, at 9.3 years of age, it’s the “longest bull market in history.”
May 30, 2018, 9:33 AM
From the many financial conversations I have had over the years, I gather that many people think their houses are good financial investments.
Feb 22, 2017, 8:35 AM
Politics and investing don't mix.
Dec 14, 2015, 4:23 AM
Every year about this time, mutual fund companies disclose the amounts of capital gains they will be distributing to investors. When mutual funds distribute capital gains, shareholders are stuck with the tax bill even if they did not personally sell shares.
Mar 22, 2015, 5:34 AM
We humans tend to have short memories, so I want to remind you that this week marked the six year anniversary of the day when the stock market stopped crashing. On March 9, 2009, the S&P 500 bottomed out at 676.
Jan 25, 2015, 8:47 AM
This year was very good for investors in stocks of large U.S. companies: the S&P 500 index returned 13.7% for the year and actually reached new highs on 53 different days. Small company U.S. stocks returned just 4.9%.
Aug 25, 2014, 8:46 AM
Each generation has its defining experiences, or so say the demographers and authors who think about these things. Social scientists generally agree that certain pivotal events can shape peoples’ perceptions and attitudes throughout their lifetimes.
Jun 10, 2014, 9:39 AM
Here at KWM, we use a number of institutional-class mutual funds from a company called Dimensional Fund Advisors (“DFA”) in our clients’, as well as our own investment portfolios.