News & Articles
Best-Performing Asset Classes
According to Yale University's Crash Confidence Index, only about 40% of investors are confident the stock market will not crash sometime during the next six months.1 If fear leads investors to avoid the entire investment class, they may limit their potential returns. For example, for most of the 10-year period ended 2023, stocks outperformed both cash and the 10-year treasury. Cash pulled ahead twice, once in 2018 and again [...]
The Financial Literacy Crisis
Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Hereโs another scary circumstance โ one that is all too real. Many Americans are making financial decisions with minimal financial knowledge of investing, budgeting, and credit. The TIAA Institute conducted a survey on U.S. financial literacy, asking 28 basic questions about retirement savings, debt management, budgeting, and [...]
Types of Stock Market Analysis
There is no shortage of analysis for anyone interested in investing. A search for the term "stock market analysis" turned up over one billion results on Google and well over two billion on Yahoo.1 The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here's a close look at each. Fundamental Analysis The goal of fundamental analysis is to determine whether a [...]