Abnormal Returns
JANUARY 29, 2023
Top clicks this week A look at Vanguard's 10-year equity return forecasts. etf.com) Why higher interest rates won't cause a big shift from stocks into bonds. awealthofcommonsense.com) Some rules of thumb on how much car or house you can afford.
A Wealth of Common Sense
JANUARY 29, 2023
Each year Aswath Damodaran at NYU kindly updates the annual returns for stocks (S&P 500), bonds (10 year Treasuries) and cash (3-month T-bills) going back to 1928. I love this data because stocks, bonds and cash are the building blocks of asset allocation.1
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Abnormal Returns
JANUARY 29, 2023
Markets 11 things that zero interest rates enabled including the rise of Cathie Wood. youngmoney.co) The 'nice-to-have' economy is already in recession. wsj.com) AI Everyone is watching for Google's ($GOOGL) next move in AI.
The Irrelevant Investor
JANUARY 29, 2023
Imagine the United States of America can’t pay its bills. That would be a pretty scary proposition. This sounds inconceivable, but it’s not without precedent.
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Trade Brains
JANUARY 29, 2023
Fundamental Analysis of Olectra Greentech: The electric vehicle (EV) push in India opens a plethora of business opportunities across mobility, infrastructure, and energy. Businesses like charging stations, battery recycling, EV manufacturing, and many more have gained momentum in the past few years.
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Million Dollar Round Table (MDRT)
JANUARY 29, 2023
By Kennedy Sumarlie, CFP Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. This feels challenging for some clients.
Clever Girl Finance
JANUARY 29, 2023
Net worth can be a pretty intense topic. Most of us know our net worth isn't as high as Beyonce’s, but do you know your net worth by age comparison? Keep in mind that ultimately, your net worth goals depend on what you want to accomplish financially from a personal perspective.
Integrity Financial Planning
JANUARY 29, 2023
If you forgot what compounding interest was, let’s refresh. Compounding interest is the process by which the interest earned on an investment is reinvested so that the initial investment grows over time.
Clever Girl Finance
JANUARY 29, 2023
Every summer a fresh wave of black college women start a new phase of their lives after high school. Many discover who they are, what their goals are, and what they want to do once they graduate. However, the student debt crisis is unfortunately still a big problem.
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Wealth Management
JANUARY 29, 2023
Investors should ideally balance income-producing properties that typically generate modest yet steady returns with more growth-oriented investments that can potentially produce higher returns over a longer period
Clever Girl Finance
JANUARY 29, 2023
If you want to manage your money well, asking yourself some key personal finance questions is part of the answer. Taking stock of your finances can be a real task. So maybe it isn't too surprising that only around 27% of Americans have a financial plan.
Random Roger's Retirement Planning
JANUARY 29, 2023
From Twitter on Sunday; I've been referring to bonds with duration as being sources of unreliable volatility. A common reason to have fixed income exposure, often 40% of a portfolio, is to help manage equity market volatility. Longer bonds were down just as much as the S&P 500 in 2022, the longest of bonds were down more. This year, they appear to be up the same.
James Hendries
JANUARY 29, 2023
When you hear the term identity theft, the first thought that comes to mind may involve a data breach or opening a credit card in someone else’s name.
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oXYGen Financial
JANUARY 29, 2023
Advisor Perspectives
JANUARY 29, 2023
With the release of Friday morning's report on December's personal incomes and outlays, we can now take a closer look at "real" disposable personal income per capita. At two decimal places, the nominal 0.22% month-over-month change in disposable income comes to 0.17% when we adjust for inflation.
Advisor Perspectives
JANUARY 29, 2023
The BEA's Personal Income and Outlays report for December was published on Friday morning by the Bureau of Economic Analysis. The latest Headline PCE price index was up 0.05% month-over-month (MoM) and is up 5.02% year-over-year (YoY).
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Calculated Risk
JANUARY 29, 2023
Weekend: • Schedule for Week of January 29, 2023 Monday: • At 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for January. This is the last of the regional Fed manufacturing surveys for January.
Advisor Perspectives
JANUARY 29, 2023
The January Final Report came in at 64.9, up 5.2 (8.7%) 8.7%) from the December Final. Investing.com had forecast 64.6. Since its beginning in 1978, consumer sentiment is 24 percent below the average reading (arithmetic mean) and 23 percent below the geometric mean
Calculated Risk
JANUARY 29, 2023
Expectations are the FOMC will announce a 25bp rate increase in the federal funds rate and analysts will be looking for any mention of a possible pause in rate hikes at the March FOMC meeting.
Advisor Perspectives
JANUARY 29, 2023
The S&P 500 climbed for most of the week, ending with its highest close of the year on Friday. The index is up 6.04% YTD and is 15.14% below its record close
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oXYGen Financial
JANUARY 29, 2023
Advisor Perspectives
JANUARY 29, 2023
The National Association of Realtors released the December data for its pending home sales index. According to the National Association of Realtors®, " Pending home sales increased in December for the first time since May 2022 — following six consecutive months of declines.
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