THROUGH THE END OF MAY – The S&P 500 is down 5.0% YTD (total return) through 5/29/20. Just 121 stocks in the index are up YTD. The S&P 500 consists of 500 stocks chosen for market size, liquidity and industry group representation. It is a market value weighted index with each stock’s weight in the index proportionate…
Category: asset allocation
To ease stock-turmoil jitters, try these strategies
Writing for The Wall Street Journal (3/9/20), Anne Tergesen interviewed Dr. Wade Pfau, a leading investing researcher and professor at the American College of Financial Services. For investors far from retirement, there is no need to panic but now is a good time to review your asset allocation. But for those nearing or in retirement,…
Volatility: Financial markets are going crazy… what to do now
With the wild swings in financial markets, how concerned should you be about your investments?First, remember that any money you expect to need within the next five years should never be invested in the stock market!This is not like the 2008 financial crisis. It’s been an 11 year bull market so too many investors have…