What A Difference A Year Makes

Every year we update this 'quilt' chart of the major asset classes and their performance to illustrate that picking winning asset classes is a fool's errand. But long term returns (far right column) can be deceiving. 

The Range of Annual Returns

At a time when investors have experienced the worst quarter of market returns in perhaps their lifetime it is instructive to review the expectations of long range returns based on various levels of portfolio risk.

Who is Middle Class Nowadays?

New research from the Pew Research center says it matters how big your household is...see below.

A Look at Big Moves in the Markets

Some interesting comparisons of major one-day market moves.

Happy New Year!

A Good Reminder...

Buying When Stocks Are Down Big

The following post appeared on the blog Wealth of  Common Sense, an excellent blog by Ben Carlson

Captain Obvious here: It hasn’t been a great quarter for the stock market. The S&P 500 is down roughly 17%.

Thought of The Day

“All of humanity’s problems stem from man’s inability to sit quietly in a room alone.”  - Blaise Pascal

Active vs. Passive. The Illusory Debate

Every time I read about the “active vs. passive debate” I can feel my blood pressure go up.

There is no “debate”.  The only people perpetuating this myth are those who make a living touting active management and those who don’t know the facts.

The Amazing Aggregation of Marginal Gains

This Coach Improved Every Tiny Thing by 1 Percent and Here’s What Happen

The fate of British Cycling changed one day in 2003.

Bad Times for Active Stock Pickers

Almost no active managed funds have beaten the market/their benchmarks over the past 15 years.

NYSE New Highs at Rare Levels - less than 10%

SUMMARY - in the very rare occurrence that less than 10% of NYSE stocks are making new highs, after-the-fact analysis shows these are likely markers of market bottoms. Subsequently, the broad market as followed with rebounds of 10% to 33% about 80% of the time.

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