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Adviser links: serving Boomers

Abnormal Returns

(riabiz.com) M&A deals in 2024 have been increasing in size. riabiz.com) Risk tolerance Determining a client's risk tolerance is more complicated than having them fill out a questionnaire. advisorperspectives.com) Does risk tolerance change in retirement?

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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals. Stocks vs bonds historical returns by calendar year (1997 – 2024) Top takeaways: Between 1997 and 2024, the S&P 500 returned 9.7% on an average annualized basis.

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Weekend Reading For Financial Planners (April 19–20)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that as total household financial wealth grew to a record high of $90 trillion at the end of 2024, so too did the number of households advancing up the wealth ladder, with the High-Net-Worth (HNW) category of households with (..)

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How Much Do You Really Know About Stock Market Indexes?

Yardley Wealth Management

Any investment should be consistent with your objectives, time frame, and risk tolerance. Diversification, active rebalancing, and an allocation that reflects your unique time horizon and risk tolerance are key to staying on track. Quantified Strategies, September 25, 2024 [link] 2. stock market index.

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Can You Live Off Dividends In Retirement?

Darrow Wealth Management

Before making any investment decisions, consider all the factors as well as your personal risk tolerance and retirement income needs. Morgan Guide to the Markets, as of 1/31/2025 Assumes shares purchased 12/31/2004 and analysis ends 12/31/2024. versus 1.1% for US bonds (AGG). Source: J.P. No other cash flows in the account.

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The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’ – Sir John Templeton

Yardley Wealth Management

4 During one-year periods between 1892 and 2024, market returns have fluctuated greatly from down 37.0 Diversification to Spread Your Risk Diversification is an approach to help manage, but not eliminate, investment risk in the event that security prices decline. BairdWealth.com, March 14, 2024. percent to up 53.2

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6 Ways to Manage Concentrated Stock Positions

Darrow Wealth Management

Over the most recent five year period ending in 2024, here’s the annualized returns and volatility of the 505 companies in the S&P 500 versus the index itself. Between 1987 and April 2024, roughly 67% of individual stocks underperformed the Russell 3000. Of the underperformers, 39% actually lost money.