How Often Do Long-Term Bonds Beat Stocks? - A Wealth of Common Sense
Why stocks don't always outperform bonds over the long-term.| A Wealth of Common Sense
Why stocks don't always outperform bonds over the long-term.| A Wealth of Common Sense
At the lows, the S&P 500 was off roughly 34% from its highs. From those lows it’s now up almost 25%. This is confusing to many investors for a number of reasons: The economy is still effectively shut down for the foreseeable future The unemployment numbers continue to worsen as jobless claims in the past...| A Wealth of Common Sense
April 2021 | A Wealth of Common Sense
Fed rate cuts with the stock market at all-time highs.| A Wealth of Common Sense
May 2015 | A Wealth of Common Sense
I remember when The White Stripes burst onto the scene from Detroit in the early-2000s. Their sound was unique. Their look was unique. And no one could figure out what the relationship was between Jack and Meg White. Are they brother and sister? Are they married? Maybe they’re cousins? This was the early days of...| A Wealth of Common Sense
A look back at the 1920s Florida real estate bubble.| A Wealth of Common Sense
June 2022 | A Wealth of Common Sense
Why should I invest in international stocks?| A Wealth of Common Sense
May 2024 | A Wealth of Common Sense
Could we see another lost decade in the U.S. stock market?| A Wealth of Common Sense
I finally got around to reading Bull: A History of the Boom and Bust, 1982-2004 by Maggie Mahar and it was well worth my time. This book provided a fantastic history lesson on the years preceding and during likely the greatest bull market the U.S. will ever see. It’s great to have the ability to have a...| A Wealth of Common Sense
How the Businessweek story on The Death of Equities is playing out with Millennials today.| A Wealth of Common Sense
Historical returns for stocks, bonds and cash from 1928-2023.| A Wealth of Common Sense
A short history of bond bear markets.| A Wealth of Common Sense
August 2025 | A Wealth of Common Sense
How have index funds impacted stock market returns? The post A Short History of the S&P 500 appeared first on A Wealth of Common Sense. ...| A Wealth of Common Sense
On today's show we discuss what happens to the stock market after Fed rate cuts, is this 1996 or 1999, why value stocks need a recession, investors love options, how people invested before the Internet, why we need a correction and much more. The post Animal Spirits: State of the American Investor appeared first on A Wealth of Common Sense. ...| A Wealth of Common Sense
Are we closer to the start or end of a bubble? The post Is this 1996 or 1999? appeared first on A Wealth of Common Sense. ...| A Wealth of Common Sense
On today's Talk Your Book we speak with John Burrello, Senior Portfolio Manager from Invesco about their Income Advantage suite of ETFs, how options work, the risks involved in big payouts and more. The post Talk Your Book: Creating Monthly Income From Your Portfolio appeared first on A Wealth of Common Sense. ...| A Wealth of Common Sense
My talk with Carl Richards about how to have difficult conversations. The post The $84 Trillion Elephant in the Room appeared first on A Wealth of Common Sense. ...| A Wealth of Common Sense
Some thoughts on the 2010s vs. the 2020s when it comes to investor mindsets. The post Where Have All the Contrarians Gone? appeared first on A Wealth of Common Sense. ...| A Wealth of Common Sense
How to save enough money to start a business in a short period of time. The post Tripling Your Net Worth in 5 Years appeared first on A Wealth of Common Sense. ...| A Wealth of Common Sense
On today's show we discuss why the stock market is getting boring, S&P 493 vs. the Mag 7, are small caps dead, it's tough being a contrarian, healthcare stocks are cheap, the K-shaped food industry, the tariff impact is comiing, renting vs. buying, million dollar houses and more. The post Animal Spirits: Buy the Porsche appeared first on A Wealth of Common Sense. ...| A Wealth of Common Sense
Will AI replace investment analysts? The post The Human Toll of Artificial Intelligence appeared first on A Wealth of Common Sense. ...| A Wealth of Common Sense
On today's Animal Spirits Talk Your Book, we speak with Craig Bewick, Head of Retail Education for the CME Group about how futures contracts work, why retail investors are becoming a bigger part of the futures market and more.| A Wealth of Common Sense
Comparison is the thief of joy.| A Wealth of Common Sense
What would you do if your entire portfolio was sitting in cash right now?| A Wealth of Common Sense
April 2024 | A Wealth of Common Sense
The parallels between the end of the Go-Go Years in the late-1960s and the current growth stock sell-off.| A Wealth of Common Sense
The stock market is heartless but it's also smart than most of us.| A Wealth of Common Sense
The 2007-2009 economic crisis was an all-time horrible situation not only for all of us normal people who had to live through it but also those central bankers who had to figure out how to save a sinking ship. They basically threw the kitchen sink at the problem and we’re all better off for it...| A Wealth of Common Sense
There are some residual scars remaining from the Great Financial Crisis but it feels like a distant memory in many respects. Most people seem to have moved on. That didn’t happen quite so quickly following the Great Depression. Those involved had memories of that crash that lingered for decades. People more or less stopped going...| A Wealth of Common Sense
I spoke with Bill Bengen, creator of the 4% rule about withdrawal strategies in retirement.| A Wealth of Common Sense
Managing stock market risk in retirement.| A Wealth of Common Sense
October 2024 | A Wealth of Common Sense
Why I'm not all that worried about stock market concentration or government debt levels.| A Wealth of Common Sense
On this week’s podcast we discussed some stats from a recent Bloomberg piece about the lottery: The lowest-income households in the U.S. on average spend $412 annually on lottery tickets, which is nearly four times the $105 a year spent by the highest-earning households, according to a study released on Wednesday by Bankrate.com. And almost 3 in 10 Americans...| A Wealth of Common Sense
A performance summary of the various stock and bond markets aas of September 30, 2013.| A Wealth of Common Sense
The world is getting better (even if you can't see it on a daily basis).| A Wealth of Common Sense
How unlikely was it that the Roaring 1920s occurred following what transpired leading up to it?| A Wealth of Common Sense
When the fear of being in morphs into the fear of missing out.| A Wealth of Common Sense
January 2021 | A Wealth of Common Sense
Rich people who don't feel rich.| A Wealth of Common Sense
Silicon Valley Bank vs. the Panic of 1907.| A Wealth of Common Sense
Are we in another tech bubble?| A Wealth of Common Sense
July 2025 | A Wealth of Common Sense
Bull market behavior.| A Wealth of Common Sense
Is it good or bad to start investing in a lost decade? Will we still have lost decades going forward?| A Wealth of Common Sense
On today's show we discuss the why stock market returns can't be 15% per year forever, putting the Mag 7 into context, small caps are cheap, retail runs the show now, Opendoor is the new meme stock, investing is easy, owning 50% of a single stock in your Roth IRA, explaining Bitcoin, the Midwest real estate boom, losing your iPhone and more.| A Wealth of Common Sense
Some similarities between Steve Jobs, Warren Buffett and John Rockefeller.| A Wealth of Common Sense
On today’s Animal Spirits Talk Your Book, we speak with Dave LaValle from Grayscale Investments about how a bitcoin ETF was approved, what’s coming next in crypto and how to think about the volatility of investing in these assets.| A Wealth of Common Sense
A historical look at S&P 500 returns by decade back to 1980.| A Wealth of Common Sense
How does this cycle come to an end?| A Wealth of Common Sense
On today's Animal Spirits we discuss a nervous stock market rally, U.S. corporate exceptionalism, how the stock market bottoms, the worst decade ever for bonds, rich people who don't feel rich, Apple vs. Meta, Bitcoin's market cap, the upper middle class is getting too crowded, private equity vs. youth sports and more.| A Wealth of Common Sense
Some questions about AI, Doordash, Blockbuster, baby boomers in the housing market, $50k cars and more.| A Wealth of Common Sense
The growing importance of the stock market on the economy.| A Wealth of Common Sense
April 2025 | A Wealth of Common Sense
Why money doesn't make you content.| A Wealth of Common Sense
If your work is unfullfilling, the money will be too.| A Wealth of Common Sense
Why are so many tech billionaires so cynical and unhappy?| A Wealth of Common Sense
Dealing with fast money as a young person.| A Wealth of Common Sense
This week I came across this new cartoon from Randy Glassbergen: This is deep. It perfectly encapsulates the conflict that occupies nearly every financial decision you make in your life (whether you want to admit it or not). There are people that take this inner struggle to the extreme. There are those people who save...| A Wealth of Common Sense
The US housing market is worth nearly $50 trillion.| A Wealth of Common Sense
Why I'm not a golfer.| A Wealth of Common Sense
Some thoughts on the coast FIRE movement and how to think about retirement planning from a young age.| A Wealth of Common Sense
June 2025 | A Wealth of Common Sense
Don't be scared of new all-time highs.| A Wealth of Common Sense
How financial advisors can help their clients spend more money.| A Wealth of Common Sense
On today's show, we are joined by Scott Litman, Portfolio Manager at GCM Grosvenor to discuss types of infrastructure investments, revenue drivers within infrastructure, the risk/return profile for infrastructure investments, thoughts around liquidity, and much more!| A Wealth of Common Sense
4 ways to spend more money.| A Wealth of Common Sense
In many ways the stock market makes no sense. You would assume that half of all stocks would outperform a market index while the other half would underperform. Then all you would have to do is pick from the top half and avoid the bottom half, make massive amounts of money and go buy an...| A Wealth of Common Sense
June 2023 | A Wealth of Common Sense
Diversification works most of the time but not all of the time.| A Wealth of Common Sense
In 2001, Enron was the 7th largest company by revenue (close to $50 billion) before declaring the largest bankruptcy in the U.S. (at that time). Fortune magazine named it “the most innovative company” six years running from 1995-2000, right before they blew up. They were also named the 7th “most admired” company in 2001, the...| A Wealth of Common Sense
Beginning in the summer of 1997 a number of southeast Asian countries experienced a financial crisis that would wreak havoc on their currencies and the broader emerging markets in general. Countries like Thailand, Indonesia and South Korea all experienced a severe depreciation in their currencies. The MSCI Emerging Markets Index proceeded to get chopped in half over...| A Wealth of Common Sense
September 2024 | A Wealth of Common Sense
Why outsourcing is so important.| A Wealth of Common Sense
Thinking and acting long-term for the long-term is one of the few edges remaining in the markets. Bring up this idea and there will almost always be someone waiting to take the other side with the ‘what about Japan?’ argument. Japan’s two-and-half decade economic and market struggles make for some important lessons but most investors...| A Wealth of Common Sense
December 2020 | A Wealth of Common Sense
February 2014 | A Wealth of Common Sense
May 2023 | A Wealth of Common Sense
The U.S. stock market has been on fire of late. But it doesn’t feel like we’ve entered the euphoric phase of investor psychology just yet. In fact, many prognosticators have been lowering expectations. Goldman Sachs put out a research piece that posits the S&P 500 could return just 3% annualized over the next 10 years...| A Wealth of Common Sense
Some thoughts on how young people can build wealth.| A Wealth of Common Sense
On today's show we discuss why investors are ignoring scary headlines, war vs. the stock market, a slowdown in the labor market, not every bad thing is a crisis, all stock markets are concentrated, it's getting more expensive to own a car, Mark Zuckerberg is desperate, the stablecoin opportunity set, baby boomers are never selling their houses and more.| A Wealth of Common Sense
Baby boomers don't want to sell their homes.| A Wealth of Common Sense
On today's show, we are joined by Sean O'Hara, Director at Pacer Financial and President at Pacer ETFs to discuss why free cash flow is important, how the index is constructed, how momentum works, valuations within growth stocks, and much more!| A Wealth of Common Sense
Markets are volatile but just keep going up.| A Wealth of Common Sense
Are rich people immune to the economy?| A Wealth of Common Sense
What the Bogle Expected Return Formula says about today's stock market returns.| A Wealth of Common Sense
Some money stuff I've been thinking about in middle age.| A Wealth of Common Sense
David McWilliams from the Financial Times had quite the headline on Friday: Quantitative easing was the father of millennial socialism He cites a number of studies that show a majority of young people prefer bigger government and he places the blame squarely on the Federal Reserve: Ten years ago, faced with the real prospect of...| A Wealth of Common Sense
“The key to happiness is low overhead and no debt.” – Lynda Barry Since average credit card rates are much higher than average financial market returns, taking on more debt is an easy route to creating a negative net worth. There are many strategies focused on saving more but not a whole lot gets written...| A Wealth of Common Sense
March 2025 | A Wealth of Common Sense
Some thoughts on retirement savings rates, international stock outperformance and AI.| A Wealth of Common Sense
Why it's going to be hard for the government to allow interest rates to rise substantially from here.| A Wealth of Common Sense
June 2021 | A Wealth of Common Sense
The U.S. economy is killing it.| A Wealth of Common Sense
