Last year at this time, this blog was expecting a similar modest return, and that forecast was exceeded nicely by…
1-year annual returns for a number of the bond market asset classes slid lower in November ’24, thanks primarily to…
Here’s the annual returns for the various bond asset classes as of 10/31/24: The surprising metric as of 10/31/24, was…
The big reversal in Nvidia got a lot of attention on Friday, as the market darling closed down 5% on…
The 60% / 40% balanced portfolio as of June 23, 2023: SP 500: +14.14% YTD return Barclay’s AGG: +2.58% YTD…