US Government issued I-bonds are yielding over 9 percent at the time of this post. Learn how I-bonds could fit into your financial plan with this short video.
Market Expectations - 3rd Quarter 2017
Caution: Slippery When Wet
Quarterly and Annual Returns
Why a Market Crash May Be Good For Your Investments
Suppose that you’re a middle-aged professional with a 30 year retirement time horizon. Your portfolio is 100% invested in U.S. equities–it consists of 100 shares of the S&P 500, worth $187K at current market prices. Assuming that the fundamentals remain unchanged, which outcome would leave you wealthier at retirement: (1) for the S&P 500 to soar 200% in a glorious bubble-like melt-up, or (2) for the S&P 500 to plunge 66% in a brutal Depression-like crash?
Why Diversify?
You’ve probably heard the expression, “do not put all your eggs in one basket” and that is the heart of diversification – using multiple means to achieve your goals. In the world of investments, diversification is using multiple investments with different characteristics to achieve long-term positive results.