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When Does Patience Pay?

By Jeffrey R. Karp, CLU®, ChFC®, CASL®

I was watching a Wimbledon tennis match the other day and the commentator was talking about the strategy of one of the players.  While many players take an aggressive approach when playing points, they said, this player plays a strong baseline- defense strategy, looking for targeted opportunities to go to net, on offense..

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S&P 500 Index: A Bucket of Equals

First question...how many stocks are in the S&P 500 index?  Did you get the hint, hidden in the question?  Second question…through mid-April, how many stocks in the S&P 500 index accounted for over 50% of the index returns in 2017?

Many people do not realize that the S&P 500 index is size-weighted, meaning that the largest companies make up the bulk of the index returns while a company in the bottom grouping, while important companies, have a very small effect on the overall index returns.

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Dow 20,000-Will the Bull March On?

As everyone probably knows by now, the Dow Jones Industrial Average moved above and stayed above the illusive 20,000 mark, on January 25, 2017.

This was certainly a landmark event, but it was certainly not the largest move(in either direction) for the stock market or the varying indexes.

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