As the election nears, here’s a chart that caught us by surprise. What you see below is a graph of three separate $10,000 investments beginning in 1896 through June 2020. The gray line represents $10,000 fully invested regardless of which party occupies the White House. The blue line is only invested during a Democratic WH …
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker …
Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience. Investing is a long-term endeavor. Indeed, people will spend decades pursuing their financial goals. But being an investor can be complicated, challenging, frustrating, and sometimes frightening. This is exactly why, as …