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“Since the end of World War II the longest it has ever taken an investor to recover an original investment in the stock market was the five-year, eight-month period from August 2000 through April 2006 (68 months).”
―Jeremy Siegel |
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If you want to add money to your IRA feel free to call. Please do so
before the 15th! |
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The Market is Inviting You to Make the Big Mistake |
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In this month’s edition Nick discusses the utter disconnectedness between rational long-term investment policy and current events – and what a rare opportunity today’s chaos presents to the goal-focused, plan-driven investor.
And, oh, never make the big mistake. |
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Capital: The Story of Long-Term Investment Excellence by Charles Ellis
The best book on the history of Capital Group. Find out what makes American Funds so special.
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Emerging markets investing: Four decades of wisdom |
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Youtube - Mar 26, 2025 - 33 minutes |
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Capital Group’s Mike Gitlin interviews pioneering emerging markets investor Victor Kohn as he retires after four decades in the business. Kohn, who helped manage the world's first emerging markets equity fund launched in 1986, discusses how the global investment landscape has changed, his early days as an analyst covering South America, and why he continues to hold a positive outlook on China — the world’s largest emerging market economy. |
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Are tariffs a threat to the U.S. economy? |
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As tariff talk roils the financial markets, Capital Group economist Jared Franz and investment director David Polak discuss how protectionist trade policies could affect the outlook for the U.S. economy. Will rising policy uncertainty trip up an otherwise healthy economic environment? |
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On average, the market drops -X%, Y times per year. |
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- -1% 3 times per year.
- -5% 4 times per year, and -15% once per year.
- -5% once per year, and -10% 3 times per year.
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-5% two times per year, and -10% once every 18 months.
- -10% 2 times per year.
- -12% once per year, and -5% twice a year.
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Answer = #4. -5% two times per year, and -10% once every 18 months.
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MONEY MEMES AND A LITTLE HUMOR |
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Michael Paulding Thomas
Financial Advisor, Registered Representative, Securities Principal. Series 6, 26, 63, 65, Life
Since 1989 I’ve been helping families make smart choices about building a guaranteed income during retirement.
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Retirement Planning • IRAs • 401k's • Rollovers • Mutual Funds • Variable Annuities • College Planning • Term Life Insurance • Living Trusts |
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