New clients often ask me when the best time of the year to invest is. As you know, I think it’s not prudent to be focused on the short-term returns. That being said, I came across this chart which confirms what I’ve experienced through the years regarding market trends. Historically, the fourth quarter, followed by the first quarter, has seen the strongest markets.
I came across this fascinating chart and thought I would share it with you. Using the rule of 72, a simple calculation of how long it takes an investment to double, at today’s interest rates, it would take an amazing 46 years to double your investment in a treasury bond. How’s that for a retirement plan!
Just like you have a check-up at a doctor’s office, I thought it would be a good time to do a check-up on consumer finances. Since it is approximately two thirds of our economy, it is important to know if consumers are in good enough health to drive our economy higher.
I came across this chart, and I thought I would share it with my readers. The chart below shows rolling 10-year stock market returns (S&P500) and historical 10-year low returns. As this chart illustrates strong returns have followed historical lows. If history repeats itself that should be the case this time. Although there are no guarantees, I like our chances.
Einstein stated that the power of compounding was “the eighth wonder of the world” and I believe it.
The chart below particularly shows the difference in returns from the S&P500 when you reinvest dividends – it’s a huge difference.
I came across this chart and thought I would share it with my readers. As my long time clients know, one of the things I have always believed about successful investing is
“TO NOT FOLLOW THE HERD MENTALITY BUT EMPLOY CONTRARIAN THINKING”.