End-of-Year Market Volatility Update

End-of-Year Market Volatility

Financial markets have moved dramatically for as long as stocks and bonds have existed. Average total returns are often discussed, perhaps giving a false impression that these returns are the norm. But in reality, there have been only a few years that stocks and bonds have delivered returns close to the market average. These market… Read More »

Recent Market Volatility

Recent Market Volatility

After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From September 30–October 10, the US market (as measured by the Russell 3000 Index) fell 4.8%, resulting in many investors wondering what the future holds and if… Read More »

The Happiness Equation

The Happiness Equation

As an investor, your happiness depends on having realistic expectations about returns and viewing market events in proper context. These two factors can drive your sense of financial well-being and influence your financial outcome. To say that “money isn’t everything” is more than a cliché. Studies in the early 1970s demonstrated that a sense of… Read More »