A quick Tucson monsoon update for 2019
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
We look at which bonds do best in stock market downturns. Higher quality (especially Treasuries) and longer maturity bonds are better at defense.
Comparing stocks with bonds and how they act relative to each other to offer better investing outcomes
Some observations from my performance spreadsheets on how things are going year-to-date in various investment areas
Despite swings in sentiment market fundamentals remain strong, but is there room for further improvement?
Despite market volatility, the economy remained on solid footing in 2018
USA was the best house in a bad neighborhood while every foreign flavor had a negative return, after 2017 being a banner year across the board
Reviewing top performing sectors and stocks of 2018
Reviewing major stories of 2018 and how they affected the major asset class performance
After doing dozens of planning sessions, I wanted to summarize some of the tax planning opportunities and pitfalls that come up over and over again.