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Sequence of Returns

There are an infinite number of ways the S&P 500 could have any given Average Annual Return (“AAR”) over a ten year period of time.  For example, the S&P 500 could have the following hypothetical returns over a ten year period:

Three Situations Warranting Investment Caution

The Fed has spent much of the last year and half raising interest rates in an effort to tame inflation. Essentially, the plan is to slow the economy sufficiently to bring the inflation rate back to the Fed’s 2% target rate.

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In Eight Minutes or Less -- Episode Eleven

2023 Outlook

Eric and Chris discuss issues to consider as we enter 2023.

In Eight Minutes or Less -- Episode Ten

S&P 500 Sectors

Eric and Chris discuss the different sectors that make up the S&P 500.

In Eight Minutes or Less -- Episode Nine

In Eight Minutes or Less -- Episode Eight

In Eight Minutes or Less -- Episode Seven

In Eight Minutes or Less -- Episode Six

In Eight Minutes or Less -- Episode Five

In Eight Minutes or Less -- Episode Four