The Best Bond ETFs: A Complete Guide

Many of us first encountered fixed income not through bond ETFs, but rather the physical savings bonds that were gifted to us as kids (thank you, Aunt Judy). Although bond ETFs and savings bonds are a bit different, advisors know fixed income’s consistent payments and low correlation to stocks are vital to a well-balanced investment … Continued

Earnings Season Playbook: Q1 2022 Reports To Watch

Earnings season rolls around four times a year and brings with it a frenzy of information. After a year of strong earnings reports in 2021, the first results of 2022 may be a bellwether for the year to come. This rings especially true given how the major averages have sunk into correction, and even bear … Continued

Your Complete Guide to Sector Rotation

As the economy expands and contracts, so do the financial performances of companies across the 11 stock sectors. When the outlook is positive, economically sensitive companies perform better and investors are prompted to buy their shares. If the outlook turns sour, investors may sell out of those companies and swap into investments that can better … Continued

How Long Does it Take Tech Stocks to Recover From a Crash? with Ben Carlson

This post originally appeared on Ben Carlson’s A Wealth of Common Sense on 2/20/22. Follow Ben on Twitter @awealthofcs for more!  —— From 1990 through the end of 1999, Microsoft’s share price went from around 60 cents to almost $60. That was a gain of nearly 10,000%, good enough to turn $10k into $1 million. Not bad. Then the … Continued

Victors of Today’s Market Volatility with Beth Kindig

FEATURING I/O FUND’S, TECHNOLOGY INDUSTRY ANALYST, BETH KINDIG @Beth_Kindig, and Bradley Cipriano Markets have been volatile in 2022 and growth stocks have had a rollercoaster year so far. Countless high-performing technology stocks have been sold indiscriminately this year. For instance, growth leaders such as CrowdStrike, Datadog, and Snowflake were all down over 20% at one point in … Continued

Value vs Growth: Current Trends, Top Stocks & ETFs

The value vs. growth stocks debate is never-ending, and 2021 provided a near-perfect illustration of how regularly these equity styles ebb and flow. Value stocks, as defined here by the iShares S&P 500 Value ETF (IVE), steadily outperformed growth for the first half of 2021. But in the back half of the year, growth (IVW) … Continued

Bear Market Mania with Charlie Bilello

FEATURING THE FOUNDER & CEO OF COMPOUND CAPITAL ADVISORS, CHARLIE BILELLO, @charliebilello Is this a bull or a bear market? In looking at any of the major U.S. indices, that might seem like a ridiculous question. The S&P 500 is up over 20% on the year and has hit 66 all-time highs, the second most of … Continued

Turning a $10K Investment into $39M with Austin Lieberman

FEATURING SOCIAL CAPITAL’S EMERGING MANAGER, AUSTIN LIEBERMAN, @LiebermanAustin ​​A $10,000 Investment in Microsoft in 1986 is Worth $39 Million Today! I hate these headlines. But let’s play along.. A $10,000 investment in Microsoft on November 3, 1986 held through November 29, 2021 is worth $38.9 million today. That’s a 389,000% return compared to a measly 4,270% return … Continued

Investing When Inflation Outpaces Interest Rates With Lyn Alden

FEATURING THE FOUNDER OF LYN ALDEN INVESTMENT STRATEGY, LYN ALDEN @LynAldenContact   One of my favorite ways to use YCharts is to keep track of various interest rates compared to various measures of inflation on one convenient chart. Historically, interest rates and inflation have often moved together, but things have been very different in 2021. We can … Continued

Upcoming IPOs to Watch and Recent IPO Performance

You may be hearing about hot stocks that are set to make their Initial Public Offering (IPO), whether it’s through your own research or questions from clients. Any company that goes public offers the potential for promising returns—yet while shares of some newly-listed stocks like Airbnb (ABNB), SoFi Technologies (SOFI), and Lucid Group (LCID) have … Continued