The Value Added Indexer Blog

The bull market in US stocks continued through the first half. Here’s a capital markets update through midyear.

"There’s not much evidence inversions are cause for concern with investments. The stock market has posted substantial gains between inversion and recession in three out of four past cases — and is up double digits so far during the current inversion."

Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex — and continuing to go it alone could prove costly in terms of investing miscues. Consider these three common mistakes that can reduce returns and increase anxiety.

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.