Are older Americans more prepared for retirement than people think?
Did the Pandemic Save us From a Retirement Crisis?
What is the Historical Rate of Return on Housing?
Comparing returns on stocks, bonds, cash and gold to the U.S. housing market.
Animal Spirits: The Cash-Returning Machine
On today’s show, we discuss:
– Setting return expectations moving forward
– US Large Cap stocks generating a ton of cash
– A bear market in used cars
– An update on Bitcoin ETFs
– Great Quarter Guys
– Driving in a blizzard, and much more!
The Holy Grail of Portfolio Management
Why I’m not worried about higher stock and bond correlations.
Talk Your Book: Building Portfolios with AI
On today’s show, we are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss:
– The experience of a diversified investor in 2023
– Utilizing AI to build portfolios for advisors
– Helios’ latest trading service offering, and much more!
Historical Returns For Stocks, Bonds & Cash
Historical returns for stocks, bonds and cash from 1928-2023.
Americans Are Better Off Than You Think
The gool old days weren’t as great as you think.
Equal Weight Investing
Investing in sectors, the S&P 500 or equal weight S&P 500.
Animal Spirits: The Fee War Comes to Crypto
On today’s show, we discuss:
– The biggest winners and losers of 2023 in the markets
– Short-term vs. long term returns for stocks
– Why the U.S. dominates financial markets
– The problem with being right once in a row
– Bitcoin ETF fees
– Americans are richer than you think, and much more!
Historical U.S. Stock Market Returns Through 2023
A look at some updated historical U.S. stock market return data.
