Tag Archives: returns

Earnings reports indicate market has some catching up to do

Dr. Bob Froehlich, senior managing director at Hartford Mutual Funds, regularly communicates his view of market expectations. Despite uninspiring economic results he remains bullish on stocks. Here is some compelling support for his thinking from his September 29 commentary. On … Continue reading

Posted in Investments | Tagged , , , , , , , | Leave a comment

Stretch Your View and Grow Your Wealth

Over the past 10 years, bonds have built a meaningful lead over stocks when comparing returns. But how often have bonds outperformed stocks over various historical periods, through all sorts of crises, political changes, recessions, etc.? Consider the graphs below … Continue reading

Posted in Investments | Tagged , , , , , , | Leave a comment

Stocks Don’t Follow the Economy’s Lead

Perhaps more than at any other time, global economic conditions are influencing outlook from investment professionals willing to offer a forecast of the market direction. Economic data reveals significant headwinds that will likely limit Gross Domestic Product (GDP) growth and … Continue reading

Posted in Investments | Tagged , , , , , , , , , , , , , , , | Leave a comment

Important considerations about dividend-paying stocks

News about dividends in the past year has mostly been negative. The number of U.S. companies decreasing dividends in 2009 was the highest since 1955. According to Standard & Poor’s, 804 companies reduced their dividend payouts by over $58 billion. … Continue reading

Posted in Investments | Tagged , , , , , , , | Leave a comment

Lowest quality stocks and bonds lead recovery; higher quality investments better place to be now

Among the astounding aspects of the market’s recovery since March 2009 has been the huge disparity in performance between low-quality and high-quality investments. Consider this chart produced by Russell Investments. It demonstrates the relationship between the quality of publicly traded … Continue reading

Posted in Financial planning, Investments | Tagged , , , , , , , , , , | Leave a comment

Stocks or Bonds for the Long Run?

With the S&P 500 having posted a 60+% gain between March 9 and October 19, many people have begun to wonder whether stocks will continue to be a better bet than bonds when this rapid rally slows. Many sectors of … Continue reading

Posted in Investments | Tagged , , , , , | Leave a comment

How much has your portfolio recovered?

Interesting chart here from John Hancock mutual funds, using data from Ibbotson. Global markets rallied strongly from March through September already erasing steep declines in some portions of the market. Other areas may require a lot more time to get … Continue reading

Posted in Investments | Tagged , , , , , , , | Leave a comment