Basic Technical Analysis

Source:  xkcd

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.

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%.

How did 2017 Winners and Losers do in 2018?

The top 10 2017 winners from the S&P500 were up at least 80%. In 2018, thru 11/1/2018, the same group is only up 1.1%.

The worst 10 S&P500 stocks from last year, down an average of 40% in 2017, are up a combined 14.7% in 2018 YTD.

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.

Simple 60-40 Portfolio Beats All Ivy League Endowments over 10 years

A new report shows that the complex and expensive endowment model hasn’t proved its worth since the financial crisis.

2018's Most Spineless Board of Directors

Someone had to finally say the video

IRS Announces 2019 Retirement Plan Limits

The Internal Revenue Service has announced cost-of-living adjustments for 2019, which affect dollar limitations for retirement plans and other retirement-related values. Almost all limits increased from 2018 to 2019. 

The 2019 limits are as follows:

401(k) Deferral Limit – Increase from $18,500 to $19,000

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