Personal Financial Advice from a former Certified Financial Planner
You have probably heard before that most mutual funds do not beat the market. Well, it’s true again, or true still, whichever you prefer. The S&P Dow Jones Indexes (yes, they might be a little biased, but they make their data available, and no one says it’s wrong) put out …
There are many different ways to successfully invest for the long-term. One such strategy is indexing. The idea of index investing is that over time very few, or maybe even none, of the various mutual funds out there, nor any portfolio you make yourself, beats the returns of the index anyways, …
The results of the stock market for 2011 are basically flat. While the Dow Jones Industrial Average can claim a small gain, the S&P 500 Index ended 2011 with a small loss. Likewise, the NASDAQ ended down for 2011 as well. 2011 Dow Jones Up The Dow finished up for …
Reuters has an article today noting that the S&P500 index is in negative territory for the 2011 year. That’s bad news for the huge number of investors invested in index funds. The benchmark for many mutual funds and other investment’s performance is down approximately 3 percent year to date. To …
Bloomberg has an interesting snippet about that so-called “lost decade” everyone keeps talking about. It turns out if you had invested in the stocks of the S&P 500 equally (equal weight) back at the market peak of March 24, 2000, you would have had a 66 percent gain through December …
