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Page 23 – Financial and economic podcast
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Evaluating Investment Performance – Part IV

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This is the fourth in a series of posts on evaluating the performance of an investment portfolio.  So far, we’ve focused on pretax rates of return.  Now we turn our attention to the taxation of investment returns, and more specifically, the importance of keeping taxes front and center when making investment decisions.  Investment returns are typically reported on a pre-tax…

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The Market Week in Review

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The stock market was little changed over the week as investors are conflicted over strong corporate earnings and rising interest rates.  That said, the 10-year treasury yield continues to rise and finished the week 7 basis points higher at 3.20%.  However, the spread between the 10-year treasury yield and the 2-year treasury yield was nearly unchanged at 0.30%.  The price…

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The Market Week in Review

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  Index Started Week Ended Week Change Change % YTD % DJIA 26,447.05 25,339.99 -1,107.06 -4.19% 2.51% Nasdaq 7,788.45 7,496.89 -291.56 -3.74% 8.60% S&P 500 2,885.57 2,767.13 -118.44 -4.10% 3.50% Russell 2000 1,621.11 1,546.68 -74.43 -4.59% 0.73%   Earlier this week the U.S. stock market suffered its worst pullback since February, declining more than 3%, followed by a partial rebound…

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The Market Week in Review

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  Interest rates jumped amid a strong jobs report with the 10-year treasury yield increasing a significant 16 basis points to 3.22%, its highest since 2011.  The rise in interest rates weighed heavily on both the bond and stock markets with the major indexes finishing the week significantly lower.  However, the alarmingly narrow spread between the 10-year treasury yield and…

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Evaluating Investment Performance – Part II

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  This is the second post in a continuing discussion regarding evaluating portfolio performance.  In my last post, I discussed the benefits of diversification, and the importance of focusing on a portfolio’s over-all performance, as compared to the performance of the individual investments that comprise a portfolio.  This time we’ll take a look at using yield vs. total return as…

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The Market Week in Review

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The stock market finished mostly lower on tame economic data and a rise in the federal funds rate.  However, the tech heavy Nasdaq index finished higher as tech continues its upward momentum.  The 10-year treasury yield was virtually unchanged, dropping only one basis point to 3.06%.  Yet, the spread between the 10-year treasury yield and the 2-year treasury yield narrowed…

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The Market Week in Review

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  The stock market finished mostly up as U.S. large-cap stocks rows on news that tariffs on Chinese goods will be phased in more slowly than expected.  However, the tech heavy Nasdaq and the small/mid-cap Russel 2000 index struggled.  Interest rates continue to move higher as the 10-year treasury yield jumped 8 basis points to 3.07%.  The spread between the…

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The Market Week in Review

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  The stock market finished the week largely up notwithstanding downward pressure from the U.S. and China trade-talks as tech stocks rallied.  Interest rates rose with the 10-year treasury yield rising 5 basis points to 2.99% despite mild inflationary data.  The spread between the 10-year treasury yield and the 2-year treasury yield was virtually unchanged, widening by 1 basis point…