The Bumpy Road to the Market’s Long-Term Average
Since 1926, the US stock market has rewarded investors with an average annual return of 10%, but returns can be sky-high, poor or somewhere in between.
May 14, 2020
Since 1926, the US stock market has rewarded investors with an average annual return of 10%, but returns can be sky-high, poor or somewhere in between.
Today, let’s talk about your emotional reaction to unfolding news, and the impact that it can have on your financial well-being.
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.
In times of great stress, the most reliable recipe for success is to remain committed to a set of fundamental investing principles.
Brace yourself. Your newly released quarterly reports are highly, highly likely to leave you feeling at least a little disheartened.
We are sure you have questions about the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). Here is a summary of many of its key provisions.
The primary objective of a rebalancing is that we want to try to maintain the risk profile deemed appropriate for your account.
Historically, bear markets are like the changing of winter to spring. For every ferocious bear we’ve encountered, an uplifting bull has eventually followed.
Realized risks in a volatile market are likely to generate important insights for seeding future expected social resilience and market growth.
Sudden market downturns can be unsettling. Sticking with your plan helps put you in the best position to capture a recovery.
We have often said that investment risks and expected rewards are related. Recent headlines are the realization of risks that we have discussed.
The uncertainty surrounding the spread of the coronavirus is unsettling on a human level as well as from the perspective of how markets respond.
Not long ago, some investors had yet to experience turbulent markets. Even those who had, might have forgotten how scary it can be.
Whether you are considering an investment opportunity or simply browsing various media, you cannot believe everything you see, hear or read.
In light of recent market volatility due to the Coronavirus, we are providing an update to our previous post entitled You, Your Investments and the Coronavirus.
The best way to achieve these simple goals isn’t always obvious. In fact, many of our favorite investment insights may at first seem counterintuitive.
As the viral news about the coronavirus has spread, so too has financial uncertainty. Should you try to dodge markets that have been exposed?
What are market lessons from 2019 that we can apply to 2020? Let’s go back to where we were this time last year.
The SECURE Act was signed into law in December with the intention of making it easier for families to save more for retirement.
As we come to the end of another calendar year, let’s take a look at a fresh batch of financial best practices to help you hit the ground running in 2020.
It happens rather often: Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market and into “safe harbor” investments.
It’s hard to predict the best days in the markets, and the cost of missing them can be high.
Research has shown no reliable way to predict the top‑performing stocks, arguing for diversification instead.
In order to get a better understanding of your relationship, we suggest that investors ask these important questions of their financial advisor.
In times of market turmoil, we at Shore Point Advisors suggest that our clients utilize a philosophy to control what they can control.
There’s a misconception in the markets: value stocks
have lost their vigor.
The good news for parents and their college-bound kids: FAFSA makes it relatively easy to apply for financial aid opportunities in a single session.
Comparing market returns across the 2000s and 2010s reinforces the benefits of diversification and pursuing known drivers of higher expected returns.
Has the value premium lost its mojo? Let’s explore why we feel it remains in your best interest to keep the faith on value investing.
Shore Point Advisors enjoyed a highly successful event this past weekend when it hosted the 4th Annual Night Amongst Heroes Gala in Point Pleasant, N.J.