Tag Archives: jodie gunzberg

Setting Income Goals For A Winning Retirement

“You Keep Livin’, We’ll Keep Payin’” – lottery spokeswoman, Christy Calicchia.  Most people, while they only dream of winning a lottery, understand the concept between a big lump sum payout and an annuity that says something like “either win $1 million today or win $1,000 a week for life.”  Though the concept is clear, and in Read more […]

One Big Problem In July For One Small Cap Index

Much attention has been drawn to small caps by top tier media since the small cap premium is now the biggest in eight years and the fifth biggest in history. The outperformance of the small cap stocks versus the large caps is being driven by the current economic environment of growth, rising interest rates, inflation and Read more […]

Small Cap Premium Is 5th Biggest In History

Small caps are outperforming large caps (S&P 600 (TR) – S&P 500 (TR)) in H1 2018 by the most in eight years, since H1 2010, from growing  concerns over rising tariffs and general U.S. foreign trade policy. In the past four months, the smaller companies have outperformed larger companies by 10.1%, contributing to the 5th biggest Read more […]

Women May Nurse This Old Stock Market Bull

“Not enough progress has been made in closing the gender gap, and in fact, in some countries, you have seen gender inequality increasing…” – Ángel Gurría, secretary-general of the Organization for Economic Cooperation and Development (OECD). This was the opening of a recent speech at #WomenRule by Politico on a paper newly published by S&P Read more […]

Small Caps Beating Large By The Most In 16 Years

Small caps just outperformed large caps for three consecutive months for the first time since Sep. 2016.  From Feb. through May, the S&P SmallCap 600 (TR) outpaced the S&P 500 (TR) by 9.5%. It is the biggest premium realized in a three month period since the three months ending in May 2002.  In fact, outperformance this big has only happened Read more […]

A First Look Inside The Communication Services Select Sector Index

In accordance with the announced upcoming communication services sector change, the new Communication Services Select Sector Index is now live.  The select sectors are based on the Global Industry Classification Standard (GICS®) but have different construction rules than the sectors of the S&P 500.  In the Select Sectors, each index is made up of all Read more […]

Energy Powers Small Cap And Value In April

In April, the S&P 500 (TR) gained 0.4%, ending its first consecutive monthly loss in almost two years, but the index is still down 0.4% year-to-date (ending April 30, 2018.)  Mid caps are also down for the year, -1.0%, after the S&P 400 (TR) lost 0.3% in April.  However, Small caps pushed into positive territory, up now 1.6% Read more […]

Standard Benchmarks Extend Standard of Living Through Retirement

What are the steps in selecting a retirement income option?  Of course cost is one of the considerations, but did you know ERISA does not require selecting the lowest cost investments?  These questions and more are explored in a recent video with Ian Kopelman (DLA Piper), and Tim Kohn (Dimensional Fund Advisors): What are some best Read more […]

Small Caps Rebound Big in March

The first quarter of 2018 will be remembered as the quarter that ended the 9 quarter winning streak for the S&P 500 (TR).  As the volatility rose, the market went from posting its best January since 1997, up 5.7%, to losing 3.7% in February, its first monthly loss in 15 months.  February wasn’t only bad Read more […]

What’s In A Sector?

Following an index announcement stating Nektar (NKTR) among other stocks would be moving to the S&P 500 prior to the open on March 19, 2018, an inquiry came in about the index impact of NKTR on the S&P SmallCap 600 Health Care Index performance.   Given the stock rose over 70% in 2018, it seemed reasonable to Read more […]