What's the probability that your funds or ETFs will "beat" the markets over the next 10 or 20 years? If they are "active" funds, meaning the managers try to win by picking stocks or timing when to get in or out, the odds aren't very good.
Stock returns are volatile, but nearly a century of history shows that the good times have outshined the bad times.
Many investors may think a market high is a signal stocks are overvalued. However, they may be surprised to find that the average returns one, three, and five years after a new month-end market high are similar to those after months that ended at any level.
2023 was a roller coaster of a year in the markets. Stocks soared and bonds rebounded. Here's our review.
The 3rd quarter of the year has given investors much to contemplate. Surprisingly strong economic activity led to an increase in bond yields. That proved to be a headwind for stocks, though year-to-date the returns on balanced portfolios remains positive.
Thinking of timing when to get out of stocks? The impact of being out of the market for a short time can be profound.