Markets don't wait for an official recession announcement

Markets Don’t Wait for Official Announcements

Worried stocks may drop after a recession announcement? History shows markets incorporate expectations ahead of economic reports. Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate expectations ahead…

The rewarding distribution of US stock market returns

The Rewarding Distribution of US Stock Market Returns

Annual stock market returns are unpredictable, but “up” years have occurred much more frequently than “down” years in the US. That may be reassuring to investors, especially if they find market downturns unsettling. The US stock market posted positive returns…

Market Review 2021: A Recovery Amid Challenges

It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was a year that showed, again, the difficulty of making investment…

Does Having More Money Equate to More Happiness?

The relationship between happiness and money is complicated. Just consider this sampling of the myriad studies that explore the link between the dollars we earn and the happiness we feel. In the early-1970s, economist Richard Easterlin found that rich countries…

Gauging Market Expectations?

A recent flurry of return spikes for a handful of US stocks has captivated investors and non investors alike. Wall Street news trending on social media even amid an NFL playoff season is indeed an unusual event. So, what should…

Financial Symmetry Is Partnering With 3rd Decade

At Financial Symmetry we are in constant pursuit of our mission to enhance today and enrich tomorrow for our clients and communities through empowerment, education, and guidance toward financial prosperity.  That is why we are excited to announce our partnership…

An Exceptional Value Premium

It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent value stock underperformance represents. The periodic returns for value versus growth…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Blog Categories

Authors