Submitted by S. R. Schill & Associates on July 8th, 2020
Submitted by S. R. Schill & Associates on June 15th, 2020
There has been debate over the years about whether men or women are better investors. Studies give women an edge over men with regard to investment performance. One recent study in particular is the Warwick (U.K.) Business School study of 2800 people that showed women outperforming both the market and their male counterparts. Several factors most likely account for this.
Submitted by S. R. Schill & Associates on June 3rd, 2020
Submitted by S. R. Schill & Associates on June 2nd, 2020
An interesting study from Morningstar shows that the relative outperformance of large “growth” stocks versus large “value” stocks may have reached an important apex in May of this year. The analysis goes back to 1937 and shows that the two other times in which this relative performance reached such an extreme were November of 1939 and February of 2000.
Submitted by S. R. Schill & Associates on May 22nd, 2020
Much of what we do as financial planners involves forward-looking assumptions around things such as inflation, the economy, and financial market returns. One might question how, as planners, we can have any real confidence in making forward projections in the face of high uncertainty, particularly the current environment.
Submitted by S. R. Schill & Associates on May 18th, 2020
Howard Marks, Co-Chairman of Oaktree Capital, is a highly successful investor. A recent letter to shareholders penned by Marks contained what I thought is excellent wisdom for investors on the topic of forecasting.
Submitted by S. R. Schill & Associates on May 14th, 2020
There is a long-running investment industry debate about which investment strategy is better, value stock investing or growth stock investing. “Value” stocks have traditionally been defined as stocks with low valuations (e.g. low price-to-earnings ratios). “Growth” stocks have been defined as companies with above average revenue and earnings growth.
Submitted by S. R. Schill & Associates on May 8th, 2020
We believe at S.R. Schill & Associates that being part of community is important especially during these difficult times. Our firm is honored to be a member of the Mercer Island business community and I am proud, as a member of the SRSA team, to serve on the Board of Directors of the Mercer Island Chamber of Commerce.
Submitted by S. R. Schill & Associates on May 6th, 2020
Recent interest rate reductions by the Federal Reserve have caused many banks to lower their rates paid on money market checking and savings accounts in some cases to levels of 1% or less.
We recently added to our equity exposure as a result of the tripping of an investment trigger.
Submitted by S. R. Schill & Associates on May 5th, 2020
The Covid-19 event has unfortunately resulted in significant job losses on a scale not seen since the Great Depression. For many people facing a crisis like this, they may think financial planning must take a back seat to finding a job. Ironically, this may now be the best time for someone in this situation to work with an experienced financial planner to update or create a financial plan.