Newsletter Archive

TIME IN THE STOCK MARKET - If you selected any single month at random to invest in the S&P 500 during the 30-years ending 6/30/21, you achieved a positive total return 67% of the

Continue Reading

BULL RALLY - The current bull market for the S&P 500 is the index’s 8th bull run in the last 50 years. This bull has gained +97.6% (total return) from 3/23/20 through last Friday

Continue Reading

LOOK-BACK - As of 6/30/21, the total return of the S&P 500 was +40.8% for the trailing 1-year, +18.7% per year for the last 3-years, +17.6% per year for the last 5-years and +14.8% per year

Continue Reading

STOCKS - In the last 30 years, the best 12-month performance for the S&P 500 occurred over the 1-year period that ended 3/31/21. The S&P 500 gained +56.4% (total return) from 3/31/20

Continue Reading

STOCKS AND POLITICS - In the last 60 years (1961-2020), the S&P 500 has been up +17.5% per year (total return) under a Democratic President and a Republican-led Congress, nearly 4 times the

Continue Reading

WILD RIDE - After peaking on 3/24/00, the S&P 500 index fell 47%, then gained +121%, then lost 55%, then gained +529%, then lost 34%, and finally has gained +94% through the close of trading

Continue Reading