Home|Our Services|Our Philosophy|Client Center|Planning Ideas|Resources|Disclosure|Contact Us

Financial Briefs

More Articles  Printer Friendly Version


U.S. Stocks Returned 10 Times More Than Bonds In Past Five Years

The U.S stock market trounced returns on a diverse group of 13 indexes tracking major asset classes in the five years ended March 31, 2021.

U.S. large-company stocks returned twice as much as foreign stocks and 10 times as much as intermediate-term bonds.

4905 3

U.S. stocks are the main growth engine of a prudently designed, broadly-diversified portfolio which makes the extraordinary outperformance by stocks fantastic news for U. S. retirement investors guided by Modern Portfolio Theory and tracked in articles and newsletters published here.

And, with the economy about to boom, the stock market could keep breaking records, as it has done for months.

4905 5

No one can predict the stock market’s performance. Taxes are more predictable and are important at this moment in history. If maintaining a disciplined strategy based on facts, continual research, and best practices in the financial advice profession is important to you, please do not miss the tax planning opportunities that are about to close.

President Joseph Biden’s speech before a joint session of the U.S. Congress tonight spelled an end to a bevy of tax opportunities. For high-income earners and high-net-worth individuals, the tax train is leaving the proverbial station.

If your income is going to be above $400,000, or if you or your parents own a couple of homes and a retirement portfolio, you could easily be affected by the changes that are widely expected. Act before the effective dates of higher capital gains, estate and income taxes that are likely to be widely enacted in the days ahead.

Nothing contained herein is to be considered a solicitation, research material, an investment recommendation, or advice of any kind, and it is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Tax advice always depends on your particular personal situation and preferences. You should consult the appropriate financial professional regarding your specific circumstances. The material represents an assessment of financial, economic and tax law at a specific point in time and is not intended to be a forecast of future events or a guarantee of future results. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. This article was written by a professional financial journalist for Advisor Products and is not intended as legal or investment advice.

Email this article to a friend

A Crucial Investment Lesson From A Difficult 20 Years
Is The Expected Income Tax Hike Going To Affect You?
2021 Year End Tax Planning: Higher Stakes And More Confusing Than Ever
Making A Life-Changing Financial Difference To A Spouse And Needy Loved Ones
Retirement Planning Alert For Current Financial Economic Circumstances
In An Era Of Financial Windfalls, Avoid This Mistake
As S&P 500 Closes At All-Time High Again, It’s A Great Time For A Crisis Plan
Dealing With Financial Fear
Confounding Valuations Of The Largest Five Companies In S&P 500
Stocks Averaged A 7.35% Premium Annually Over T-Bills For Past Two Decades
The Persistent Leadership Of U.S. Stocks
A Financial Planning Accident Waiting To Happen
Tax Alert For High-Income And High Net Worth Individuals
Five Years Ago In Financial Economic History
Here's What's Happening Now In Wealth Management
Making A Financial Transition? Answer These Five Questions

This article was written by a professional financial journalist for William Howard & Co. Financial Advisors, Inc. and is not intended as legal or investment advice.

©2021 Advisor Products Inc. All Rights Reserved.
© 2021 William Howard & Co. Financial Advisors, Inc. | International Place II | 6410 Poplar Avenue, Suite 330, Memphis, TN 38119 | All rights reserved
P: 901-761-5068 | F: 901-761-2217 |
Disclosure | Privacy Policy | Contact Us | ADV Part 3 |