Search Result for : Tag: S&P 500

Financial Planning Fridays #95: More Votality, Please!

Many investors fear volatility in stocks and see it as something to be minimized or avoided. However, we wanted to show you why over the long-term, it is actually something we should embrace and be thankful for. A significant reason that stocks have returned so much more over time when compared with other asset classes […]


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Financial Planning Fridays #92: Keep a Positive Mindset

This chart shows the range of returns for the S&P 500 for the past 150 years.  Many investors spend a lot of time and effort worrying about the down years, especially those few down years that had annual losses of more than 20%. (Circle on chart) This concern often causes investors to prematurely sell their […]


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Financial Planning Fridays #75: Investor Patience Pays Off

On October 27th, the S&P 500 bottomed out at 4,117 after experiencing a 10% correction throughout the fall.  At that point, the S&P 500 was effectively at the exact same point that it was 30 months prior, on April 9th, 2021. Over 2 and a half years of limited performance from the S&P 500. From […]


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Financial Planning Fridays 74: The Best Investment Opportunities

We want to talk with you about the best, yet incredibly rare, opportunities that we ever see as investors. These opportunities are so rare, in fact, that they have only occurred six times since World War II yet have returned an average of 46% just one year later. These opportunities, of course, are severe market […]


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Financial Planning Fridays #47: What will stocks do in the 2nd half of 2023

One of our favorite hobbies at Presilium is looking at historical market data. After the market’s strong start in the first half of 2023, I wanted to look through history to see how the market had typically performed in the 2nd half of the year after similar first half returns. We looked at the performance […]


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Financial Planning Fridays #46: Stocks Are the Best Long-Term Investments

We have had lots of conversations with our clients on what are safe vs. risky investments. Though the answer may surprise you, this debate is not even close. For long-term goals, stocks are, by far, the safest investment. For the non-believers, let me show you a few statistics from history. This chart shows the percentage […]


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Financial Planning Fridays #45: A History of Bull Markets

As you likely know, we just began a new bull market on June 8, 2023. A bull market starts when an index, like the S&P 500 closes 20% higher from the low made during the previous bear market. I wanted to take a deeper look with you at what this has historically meant for stocks. […]


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Financial Planning Fridays #002: Special Episode: The Bear Market is Over

The bear market in stocks that began in June 2022 is now officially over. The S&P 500 just closed 20% higher than the low it made on October 12, 2022, beginning a new bull market. Now is a great time to review what happened and see what we can learn from this for next time. […]


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Financial Planning Fridays #32: Keys to Reaching Your Goals

Today we wanted to discuss a common problem all around the world. As this episode airs, our CEO, Jerry Davidse, is 9,000 miles away from our headquarters giving a masters level class on financial planning and investment management in Siem Reap, Cambodia to120 of the future leaders of their country. Their economy is finally getting […]


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Financial Planning Fridays #26: January Barometer

The S&P 500 just had its best January since 2019 with a gain of 6.2%. This is especially interesting because there is a market indicator known as the “January Barometer”. This barometer, says that the stock returns for the entire year are usually similar to what we see in the first month of each year. […]


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