Now that investors have digested the results of Election Day, there have been a number of sectors rising and falling in response to potential outlooks. While there’s no way of knowing for certain how things will change once President-elect Donald... Read more
The S&P 500 index of the largest U.S. stocks has tacked on more than 23% so far this year, and the general expectation is for momentum to remain strong as we enter 2025 thanks to what some see as a... Read more
$5,000 isn’t chump change. Here are seven strategies for investing $5,000 that experts recommend: S&P 500 Index Funds According to the S&P Indices Versus Active (SPIVA) Scorecard, 84.7% of all U.S. large-cap funds underperformed the S&P 500 over the... Read more
When considering investing in bonds other than U.S. Treasurys, one crucial economic indicator to add to your watchlist is credit spreads. A credit spread is the variance in yield between a U.S. Treasury bond and another type of bond of... Read more
The U.S. stock market has performed very well so far this year. As of Oct. 24, the S&P 500 has a year-to-date total return – that is, including dividends – of 21.8%. That’s about 70% higher than the S&P’s 10-year... Read more
If you’ve ever toyed with the idea of owning rental property, coming to grips with the capitalization rate – or “cap” rate – is crucial. This metric, calculated by dividing a property’s net operating income by its asset value, offers... Read more
The S&P 500 is often called the “benchmark” index, but that’s something of a misnomer, as it tracks just one asset class: large-cap U.S. stocks. Nonetheless, the S&P 500 is a cornerstone of many retirement portfolios, as it does a... Read more