Market Review My, what a year! Who would have thought the stock market would have ended up 26%? Me either. For the quarter, U.S. stocks returned 12.07% and developed international stocks earned 10.52%. U.S. bonds were up 6.82% and REITs rebounded 15.47% to close out…
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How You Should Build a Portfolio
You can go down the rabbit whole of building the most efficient or ‘ideal’ portfolio per the textbook. You can look at Modern Portfolio Theory and Mean Variance Optimization. You can run historical data returns and calculate variations ad nauseum then find the exact point…
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3Q 2023 Market Overview
Market Review This last quarter took a bit of the fun out of the year we were having so far. Markets were down across all asset classes. U.S. stocks were off -3.25%, Real Estate’s quarter drop pulled its year-to-date return into negative territory, and Bonds…
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Here’s Where to Put Your Money to Maximize Retirement Savings
In grade school math class we were taught PEMDAS (or Please Excuse My Dear Aunt Sally) as the order of operations on how to attack a math problem. By handling the parenthesis’ and exponents first, you could then tackle multiplication/division and then do any adding…
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Land Cruisers, Status, and the American Dream
Toyota Land Cruisers. I first came about these cars while reading a thriller series written by a former Navy Seal, Jack Carr. The main protagonist drives a 62 series Land Cruiser for durability and reliability. Turns out the United Nations believes Land Cruisers are incredibly…
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2Q 2023 Market Overview
Market Review Very quietly markets have punched another robust quarter. U.S. stocks lead the charge (up 8.4%) resulting in year-to-date returns over 16%. Developed foreign and emerging markets were 2.7% and 1.6%, respectively for the quarter. Bonds were slightly negative. Market volatility went down and…
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