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Chart shows a 68% cancel rate in 2022 versus 13% for the same quarter in 2021

Chart of the Day: Real Estate Cancellation Rate

Today’s Chart of the Day is a heads up from @Nickgerli1 on Twitter about the current state of home construction.

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Chart shows the ratio of stocks and bonds to receive a 6.5% yield across various years

Chart of the Day: Don't Simply Set and Forget

Today’s Chart of the Day comes from an article in the Wall Street Journal, “Bonds Over Stocks: The New 60-40 Portfolio.”

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chart showing that Exchange Traded Funds took in an impressive $500 billion in assets, while mutual funds lost a record $1,000 billion

Chart of the Day: Record Loss for Mutual Funds

Today's Chart of the Day is from Morningstar, and shows that, during 2022, Exchange Traded Funds (aka ETFs) took in an impressive $500 billion in..

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 image includes nine charts showing the unemployment rate in purple, S&P 500 return in green, and the market low by a vertical black line

Chart of the Day: Don't Wait to Feel Better

Today’s Chart of the Day comes from J.P. Morgan Asset Management. These charts show the last nine recessions, going all the way back to 1961,..

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chart shows that the average return is 7.5%; however, the number of years the return came in between 5-10% was only 11 out of 123 years

The Average is Rare

Today’s Chart of the Day from Jeroen Blokland, @jsblockland on Twitter, shows the distribution of one year of returns from the Dow Jones Industrial..

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market pullbacks occurred 14 times, which works out to one every 11 months, or basically one every year

Market Pullbacks

An article from Morningstar has several great charts. (To see them all, click on the link.)

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The chart shows the total return of $100 invested 30 years ago, which shows growth to $1,547 for real estate, brown, and $1,561 in stocks, blue.

Real Estate vs. Stocks Over Long-Term

Recently, I was asked, "Should we invest in real estate or stocks?" Today’s Chart of the Day is the long-term total return of the FTSE Nareit All..

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Chart shows that Florida has had a 318,855 person positive migration rate between July 2021 - July 2022

Florida is #1

Today’s Chart of the Day comes from a Wall Street Journal article

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The chart shows that in the short term, cash and bonds have the least amount of risk and stock have the highest. However, over the long term, it is exactly the opposite.

Risk of Stocks vs. Bonds

Today’s Chart of the Day comes from @brianferoldi on Twitter who does a great job of making complex things easy to understand.

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chart shows that the average is around 70% of the time, meaning that seven out of every 10 years ends positive

70% Up Over 10 Years

Today’s Chart of the Day comes from OfDollarsAndData.com and shows the percentage of years with positive returns per 10-year spans going back to 1900.

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chart shows the long term price per earning ratio going all the way back to 1871 with an average of 16(x), lowest of all time is 5(x) in 1920, highest, 44(x) in 1999

Speculation is Not as Important as Quality

Today’s Chart of the Day comes from Robert Schiller’s book called Irrational Exuberance, which was summarized by Leandro, @Invesquotes on Twitter.

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old couple with golf clubs

A Simple Retirement Formula

A Simple Retirement Formula Most of us get up and work hard every day so that someday we don’t have to. That day is called retirement. Getting to..

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chart shows the opening and closings of mutual funds vs. exchange traded funds (ETFs) since 2012.

ETFs Are Growing

Today’s Chart of the Day comes from Morningstar Direct and shows the openings and closings of mutual funds vs. exchange traded funds (ETFs) since..

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Chart compares 3rd quarter withdraws from non-traded REITS from 2018 - 2022

Be Wary of Non-Traded REITs

Today’s Chart of the Day comes from the Wall Street Journal and highlights why investing in Non-Traded, or illiquid, assets pose additional risk.

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home with for sale sign out front

Purchasing a Home with Today’s Prices

To Buy, or Not to Buy, That Is the Question

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On Our Minds

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Chart of the Day: Real Estate Cancellation Rate

Today’s Chart of the Day is a heads up from @Nickgerli1 on Twitter about the current state of home construction.

More

Chart of the Day: Don't Simply Set and Forget

Today’s Chart of the Day comes from an article in the Wall Street Journal, “Bonds Over Stocks: The New 60-40 Portfolio.”

More

Chart of the Day: Record Loss for Mutual Funds

Today's Chart of the Day is from Morningstar, and shows that, during 2022, Exchange Traded Funds (aka ETFs) took in an impressive $500 billion in assets, while mutual funds lost a record $1,000 billion.

More

Chart of the Day: Don't Wait to Feel Better

Today’s Chart of the Day comes from J.P. Morgan Asset Management.

These charts show the last nine recessions, going all the way back to 1961, including the stock market return, unemployment level, and the market’s lowest point during that time period.

More

The Average is Rare

Today’s Chart of the Day from Jeroen Blokland, @jsblockland on Twitter, shows the distribution of one year of returns from the Dow Jones Industrial Average going back to 1900.

More

Market Pullbacks

An article from Morningstar has several great charts. (To see them all, click on the link.)

More

Real Estate vs. Stocks Over Long-Term

Recently, I was asked, "Should we invest in real estate or stocks?"

Today’s Chart of the Day is the long-term total return of the FTSE Nareit All REITs Index compiled by FTSE Russell company.

More

Florida is #1

Today’s Chart of the Day comes from a Wall Street Journal article

More

Risk of Stocks vs. Bonds

Today’s Chart of the Day comes from @brianferoldi on Twitter who does a great job of making complex things easy to understand.

More

70% Up Over 10 Years

Today’s Chart of the Day comes from OfDollarsAndData.com and shows the percentage of years with positive returns per 10-year spans going back to 1900.

More

Speculation is Not as Important as Quality

Today’s Chart of the Day comes from Robert Schiller’s book called Irrational Exuberance, which was summarized by Leandro, @Invesquotes on Twitter.

More

A Simple Retirement Formula

A Simple Retirement Formula

Most of us get up and work hard every day so that someday we don’t have to. That day is called retirement. Getting to that point requires you to learn how to manage your money week to week and month to month. Retirement is a whole new game; it requires a lifelong perspective. Your early decisions will impact the next 20 or 30 years. Many people don’t give retirement planning the time it deserves until too late in the game.

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ETFs Are Growing

Today’s Chart of the Day comes from Morningstar Direct and shows the openings and closings of mutual funds vs. exchange traded funds (ETFs) since 2012.

More

Be Wary of Non-Traded REITs

Today’s Chart of the Day comes from the Wall Street Journal and highlights why investing in Non-Traded, or illiquid, assets pose additional risk.

More

Purchasing a Home with Today’s Prices

To Buy, or Not to Buy, That Is the Question

More