Quarter in Charts – Q3 2024

2024 is shaping up to be one of the rare years with no major asset class in decline (see far right column in the chart below.) Large Cap US, Foreign Stocks, and Real Estate have led the way, while Bonds and Commodities have returns barely more than money markets. Below, we will detail the relevant

Quarter in Charts – Q2 2024

A Quarter on Repeat Our family has a handful of stories we tell on repeat. There is the one about my driver’s ed instructor who made me go through the Burger King drive-thru to pick up her lunch (a “Whopper with no mayonnaise this time!”  emphasis hers.) After discovering mayonnaise on her Whopper, she made

Quarter in Charts – Q1 2024

“Dad, our lawn looks like the Masters!” That’s an actual quote from our eleven-year-old son last weekend. When we moved in 12 years ago, the backyard was a jungle without a blade of grass. But over the years, we’ve slowly transformed it to allow us to host countless parties and backyard football games. It has

Quarter in Charts – Q4 2023

Happy Adjacent I recently learned the term “Happy Adjacent” when I stumbled on a YouTube series from Mythical Kitchen called “Last Meals.” The episodes center on Chef Josh Scherer asking famous people (some more famous than others) what they would eat for their last meal on Earth. Josh then recreates the meal, and they sit

Quarter in Charts – Q3 2023

In this Quarter in Charts, we have several graphs detailing the current interest rate environment, global market events, the bond bear market, and various economic indicators. We use this data to explain what happened (and look ahead to what could happen) in economies, markets, and investment portfolios.  But none of those graphs will be able

Quarter in Charts – Q2 2023

Last month, I got swept up in reading Brian Doyle’s posthumous collection of essays, “One Long River of Song.” I was particularly drawn to his fascination with White Sturgeon. Specifically, an 11-foot-long…

Quarter In Charts – Q1 2023

Kids Today Have It Too Easy As a dad of teenagers, it’s my duty to occasionally put on the “grumpy old man” act and talk about how kids today have it too easy. I say things like, “You know when I was a boy…” followed by a misremembered anecdote of my days working at the

Quarter in Charts – Q4 2022

It’s hard to describe how rare and painful 2022 was for investors of all kinds. The phrase “off the charts” is often overused, but in this case, it seems appropriate. And while we’ll look at the causes and details of this year’s returns, we’ll also spend some time exploring how investors should consider viewing the

Quarter in Charts – Q3 2022

Over the last few weeks, I kept the kids up far past their bedtimes to witness Aaron Judge break the American League single-season home run record. While we had to sit through a whole lot of walks, we eventually got to witness a once-in-a-lifetime event that we’ll tell some grandkids about. Sadly, this year, investors have also witnessed an investment market for the record books. Through the charts below (and a recounting of my real-world experience with our 15-year-old new driver) we’ll examine the year so far, talk through viewing investments through the “windshield” of a financial plan, and see how investors have typically fared better than average coming out of historic times like these.