S&P 500

Blog tagged as S&P 500

The Soft Stuff Matters

March 25, 2025 05:38 PM By alex.locker - Comment(s)
The Soft Stuff Matters

A thought on your portfolio's "total return."  (If you were told there would be no math today, I apologize in advance.) 


Total Return has two parts to it:  appreciation & income.  If  you view owning a stock like you are an...

A Lot Can Change in Two Months

August 26, 2024 06:00 AM By alex.locker - Comment(s)
A Lot Can Change in Two Months
The outlook for the markets & economy are quite different in August than they were in June.

The Stubborn Soft Landing

April 05, 2024 01:34 PM By alex.locker - Comment(s)
The Stubborn Soft Landing
Are we actually on track for a "soft landing"?

Ending with a Bang!

January 11, 2024 07:11 PM By alex.locker - Comment(s)
Ending with a Bang!

Markets in 4Q23 ended with basically an entire year's worth of returns in a decent year.  Large cap stocks were up over 26%, small caps were up almost 17%, and international developed markets were up nearly 19%.  Both fixed income and cash equivalents (as measured by the 90 day US T-Bill) ...

Fundamentals vs. the Fed

January 17, 2023 04:00 PM By alex.locker - Comment(s)
Fundamentals vs. the Fed
Earnings may be a sign of where markets are heading.