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Year-to-Date Total Returns Through April 2013

Wednesday, May 1st, 2013

April was a decent month for all the indexes followed here at AFM except for gold. April’s 1.93% total return for the S&P 500 Index was the 40th best for the month of April going back to 1926. The index is up 12.74% year-to-date. Not bad. Here is the link to the AFM PDF Report: […]

Uh-Oh! Here We Go Again

Monday, April 1st, 2013

From this weekend’s WSJ: The market’s record-breaking spree has raised a new fear in many American households—dread that they are missing out on big gains. When stock prices collapsed in 2008, the bear market wiped out half of the savings of Lucie White and her husband, both doctors in Houston. Feeling “sucker punched,” she says, […]

Chart of the Day – The Dow vs. The S&P 500 Index

Friday, October 12th, 2012

Sometimes “Safe” Doesn’t Mean Squat!

Tuesday, November 11th, 2008

I wonder how many investors were told that their structured product was safe? First off, what’s a structured product? According to this article ($) in today’s Wall Street Journal, structured products are… “…issued by big Wall Street firms, investors can get exposures to commodities, stocks or other investments without actually owning those assets. The products […]

It Looks Like Market Turmoil Is Scaring Off Young Investors

Thursday, September 25th, 2008

From today’s Wall Street Journal: The idea of saving for retirement always terrified Zack Teibloom. With the stock market’s big drop this year, it seems even more daunting. “I don’t even have one K, let alone 401 Ks,” says the 23-year-old Mr. Teibloom, a recent college grad who works as an editor for a small […]

How to Annualize a Rate of Return

Wednesday, July 23rd, 2008

According to the Vanguard website, the Vanguard S&P 500 Index Fund is down 12.07% YTD as of yesterday’s close. To get an idea of what that return would look like if it were to continue for an entire year, you can annualize the YTD return. It’s a fairly simple calculation to perform as long as […]

Don’t Give up on Dollar-Cost Averaging!

Monday, July 21st, 2008

At the time of this writing, Vanguard’s S&P 500 Index Fund (VFINX) is down 14.04% year-to-date (not including dividends). Where would you be had you dollar-cost averaged into VFINX during the year? To arrive at that answer I assumed a few things: 1. Invested $500 on the 1st and 15th of each month. 2. If […]

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