Here’s Why Most Investors Underperform the Market

Since January of 1986, the research firm DALBAR has been compiling data measuring how the average investor performs over time. The results are pretty harrowing, and they might surprise you. Over long stretches of time, the average investor is widely underperforming. The table below underscores the magnitude of the underperformance for equity investors and fixed […]

Don’t Ignore Trillions of Dollars in Growth Potential

If you are not yet familiar with the phrase, “the internet of things,” get ready – because you will be very soon. This technology/IT subsector is perhaps the fastest growing segment of them all, and it is sure to create plenty of winners and losers as corporations posture for prominence in product development for hardware, […]

Trouble Ahead? The Fed Thinks the Market is Overvalued

The Federal Reserve is notorious for making vague and general statements about the state of the markets and the economy. Analysts often parse the Fed minutes and statements looking for signs of changing monetary policy conditions, only to come out empty. That’s why it was surprising that the Fed was a bit more direct in […]

Will Revising Dodd-Frank Send the Markets Soaring?

It has been nearly seven years since Dodd-Frank was signed into law, but some of the rules still haven’t been finalized and implemented. Whatever your view about the necessity for the regulations and the need for placing a tighter belt around Wall Street, there is something wildly inefficient about taking seven years to implement rules. […]

Why I’m Rooting for a Market Correction

Many readers likely did a double-take after seeing the title of this week’s post. Maybe you thought, wait a second – Mitch Zacks is actually rooting for a market correction? Since when do we want the market to go down? Let me set the record straight. I dislike market corrections just as much as the […]

The Brexit is Official – Here’s What Investors Need to Know!

On June 23, 2016, Britain surprised the world with a referendum vote to leave the European Union. Now, some nine months later, it’s officially on the books. On March 29, British Prime Minister, Theresa May, sent a letter to the head of the European Council, Donald Tusk, invoking Article 50. This letter effectively begins the […]

Is the Trump Rally Over?

From Election Day on November 8, 2016 through March 1 of this year, the S&P 500 charged higher. In what can only be described as a near straight-line ascent, the market gained over +12% in just under four months. For those keeping score out there, that’s quite a bit of gain in just a short […]

How the Fed’s Interest Rate Hike Affects You

The Federal Reserve raised interest rates another quarter basis point on March 15, and signaled that two more rate hikes are on deck for 2017. As the Fed tightens credit in response to an economy on solid footing, it is likely to have an effect on savers, borrowers, and investors. In other words, it can […]

Tax Laws Are Changing – What Do You Need to Know?

Tax time is just around the corner (April 18 this year), and there’s a good chance the preparations you’re making now will be significantly different this time next year. Indeed, the Trump Administration is taking aim at the tax code as one of their top priorities, and the Republican-controlled House of Representatives is already busy […]

Stock Market Investors’ Biggest Worries Today

By March of this year, this will be the 3rd longest U.S. economic expansion since 1900, and the bull market is now the 2nd longest in history. Thinking about these two facts together, it naturally has many investors wondering: is the end near? Something has to give, right? Well…yes and no. The nature of economic […]