It’s Just The Facts: December 2021

FOR THE YEAR – The S&P 500 gained +28.7% (total return) during 2021, the 13th year in the last 25 years that the $42.4 trillion index has returned at least +15% (total return) for the calendar year.  The S&P 500 … Read More

It’s Just The Facts: October 2021

GET ME OUT – 3 out of 4 American adults surveyed (74%) say they would sell out of the US stock market if equities suffered a “moderate or big decline.”  3,000 adults were surveyed in late summer 2021 (source: Vise). … Read More

It’s Just The Facts: September 2021

IN THE MIDDLE – After adjusting numerical data from the past for the impact of inflation, the US median household income reached an all-time high for 4 consecutive years (2016-2019), peaking at $69,560 in 2019.  That streak ended in 2020 … Read More

It’s Just The Facts: January 2021

I OWE ABSOLUTELY NOTHING! – 37% of US homeowners do not have any outstanding debt on their primary residence, including no mortgage debt or any debt associated with a home equity loan (source: American Community Survey). HOW CHEAP? – At … Read More