US small value stocks underperformed large growth stocks by about 4.5% per year over the past five years. Some investors have asked what went wrong with small value to garner such underperformance. Looking at returns over this period compared to the long term, we see the story is more about what went anomalously right for large growth.
As a baby boomer, you may find yourself approaching retirement with less savings than you'd hoped. Whether due to economic fluctuations, personal circumstances, or simply the demands of life, many late starters face this challenge. However, it’s never too late to take action. Here are effective strategies to maximize your retirement savings and catch up on your financial goals.
So, what’s your true net worth? This is a tough question with a lot of moving parts. That’s why I always encourage people to talk it over with their financial advisor.
When building an investment portfolio, clients commonly ask what rate of return is reasonable to expect over the long term. Related to that point, clients often wonder why their portfolio’s returns may be different relative to well-known benchmarks or indexes like the S&P 500. Let’s dig into both.
Check out Squire Wealth Advisors' plans for the upcoming year. We hope you'll join us.
When you have both science and a trusted professional on your side, you never feel alone when weathering life’s inevitable storms. You’re well-equipped to stick to a long-term strategy that can best position you to achieve your goals. And even when things don’t go exactly the way you planned, you know you’re still probably going to be OK.