Average Annual Return

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.1 But short-term results may vary, and in any given period stock returns can be positive, […]

2016: A Year in Review

Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive the Nobel Prize in Literature, Donald Trump elected president, and the Dow Jones Industrial Average close out the year a whisker away from 20,000? The answer […]

Should Recent Events Change your Investment Strategy?

Should recent events change your investment strategy? Should anticipated future events change your investment strategy? When news breaks and markets move, content-starved media often invite talking heads to muse on the repercussions. Knowing the difference between this speculative opinion and actual facts can help investors stay disciplined during purported “crises.” At the end of June […]

Where There’s a Will, There’s a Way

We’ve all heard this phrase: where there’s a will, there’s a way. It’s typically said during difficult moments where success seems almost impossible; almost as if to say my determination will be enough to get through this trouble. When we die, our troubles disappear for us…but not for those we love. Our loved ones inherit […]

Positive News Articles

Where are all the positive news articles? Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look beyond what the media calls news, and there also are a lot of things going right. It’s true the […]