Financial investment services

Stocks and bonds are 'discounted for disaster' after worst period for investors in 20 years

Stocks and bonds are ‘discounted for disaster’ after worst period for investors in 20 years

Things could always get worse. The S&P 500 SPX index, -1.51% Friday cemented its worst monthly percentage decline since the March 2020 pandemic lockdowns, but also joined the Dow Jones Industrial Average DJIA, -1.71% and the Nasdaq COMP composite index, -1.51% booking the worst and first 9-month period since 2002, according to Dow Jones Market …

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Rate hikes spook the market, but equity investors focus on the wrong rate

Rate hikes spook the market, but equity investors focus on the wrong rate

The stock market was spooked by rising interest rates. Let’s think carefully, from a value investing perspective, about these fears. Warren Buffett has argued that investors should think of stocks as “bonds in disguise,” in that stocks pay dividends, analogous to coupons paid by bonds, and can be valued the same way. Bonds are regularly …

Rate hikes spook the market, but equity investors focus on the wrong rate Read More »

Here's a simple way to help teach your kids complex financial lessons

Here’s a simple way to help teach your kids complex financial lessons

When I was in my late teens, my mother gave me two worn blue passport-sized notebooks containing the details of my investment accounts on deposit. I had no idea what to do with it, but it didn’t matter, because the accounts were empty anyway. Maybe for the best, because I’m pretty sure my assets wouldn’t …

Here’s a simple way to help teach your kids complex financial lessons Read More »

Here's a simple way to help teach your kids complex financial lessons

Here’s a simple way to help teach your kids complex financial lessons

When I was in my late teens, my mother gave me two worn blue passport-sized notebooks containing the details of my investment accounts on deposit. I had no idea what to do with it, but it didn’t matter, because the accounts were empty anyway. Maybe for the best, because I’m pretty sure my assets wouldn’t …

Here’s a simple way to help teach your kids complex financial lessons Read More »

These 20 S&P stocks slipped as much as 21.5% in another brutal week for the market

These 20 S&P stocks slipped as much as 21.5% in another brutal week for the market

Another tough week for US stocks ended with oil producer stocks falling and Ford Motor Co. falling on concerns about supply shortages. The S&P 500 SPX fell 1.7% on Friday for a 4.6% drop over the week as investors continued to worry about interest rate hikes from the Federal Reserve to temper inflation. Among the …

These 20 S&P stocks slipped as much as 21.5% in another brutal week for the market Read More »

Ray Dalio says stocks and bonds need to fall further, predicts US recession in 2023-24

Ray Dalio says stocks and bonds need to fall further, predicts US recession in 2023-24

As the world waited for the Federal Reserve to make its third “jumbo” interest rate hike, Bridgewater Associates founder Ray Dalio issued a warning to anyone still clinging to hopes that Beaten asset prices may soon rebound. According to Dalio’s estimate, the Fed must continue to raise interest rates substantially if it hopes to successfully …

Ray Dalio says stocks and bonds need to fall further, predicts US recession in 2023-24 Read More »

"She never explained anything": I am an elderly person and I lost $100,000 on the stock market this year.  Can I sue my financial advisor?

“She never explained anything”: I am an elderly person and I lost $100,000 on the stock market this year. Can I sue my financial advisor?

I am a senior citizen and I suffered significant losses in the range of $100,000 during the recent stock market turmoil. Can I sue my financial advisor? I understand the dynamics of the market in terms of its ups and downs, and I’ve weathered them before. However, it has been different with the market over …

“She never explained anything”: I am an elderly person and I lost $100,000 on the stock market this year. Can I sue my financial advisor? Read More »