A topic we have been discussing in our meetings is the concept of year-over-year inflation. Near the middle of each month, all eyes have been glued to the monthly CPI (Consumer Price Index) and inflation number. At one point...
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In 2022 the financial world will see multiple newsworthy stock splits. Earlier this year on June 6th Amazon split its stock 20-1. A few corporations undergoing stock splits that investors are keeping an eye on are Alphabet (Google), Tesla,...
“Success seems to be largely a matter of hanging on, after others let go.” – William Feather Winners don’t quit the stock market. Period. Investors always win over the long term. It’s quite easy to see in the chart,...
Is the Bull market over? Are rising interest rates going to hurt bonds? Will inflation continue to rise? Why is the market so volatile? Many people are worrying. Maybe you are one of them and ask the same questions....
Pandemic Relief Acts There has now been a total of 6 pandemic relief acts passed in the United States. Coronavirus Preparedness and Response Supplemental Appropriations Act Families First Coronavirus Response Act CARES Act PPP and Healthcare Enhancement Act Consolidated...
The “Setting Every Community Up for Retirement Enhancement” (SECURE) Act passed the U.S. House of Representatives last May, passed the Senate a few days ago in December 2019, and then was signed by President Trump. It is among the...
Similar to today, the Roaring 1920s saw rapid technological change with cars and electricity. This created a farm surplus as fewer horses consumed less feed. Prices fell, and farmers complained of foreign competition. Herbert Hoover promised higher tariffs in...
This week marked the 307th time that the Dow Jones index fell 3% or more in a single day when reviewing historical market data. The chart above displays the Dow Jones Industrial Average going back to 1920, and the...
This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to get an investment return of 30% a year?" The answer isn't what you think it may be, because investment...
You may already be invested in private equity; large pension plans are very keen on private equity investments. If you have a pension with CalSTRS or CalPERS, or the University of California, you very likely own some private equity...