For clients of Kate Eiland, please CLICK HERE to see important details related to the Strong Valley transition.
Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Article

Percentage of Individual Tech Stocks that Lost Money

Percentage of Individual Tech Stocks that Lost Money

Overview data shows individual tech stocks verses tech mutual funds and ETFs, and the surprising number of individual tech stocks that lost money over the last 5 years. Also a look at the highest correlation between stocks and bonds in history, along with capital gains exposure, bond performance, and alternative funds compared to traditional asset classes with inflation.

July 2, 2024
Percentage of Individual Tech Stocks that Lost Money
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • Financial Anxiety is a Big Sleep Thief

    August 10, 2024
    In an era of unprecedented change and economic volatility, the sleepless nights associated with financial concerns are becoming all too familiar. Despite an overall confidence in their financial well-being, many are grappling with anxiety about money that permeates various aspects of their lives. Navigating the Storm: Coping Strategies To navigate the anxiety storm, there are […]
    Read this Article
  • Emergency Savings or Retirement Goals?

    Emergency Savings or Retirement Goals?

    September 13, 2023
    Both are important. Do you know how to decide where the focus of your efforts should be first? The answer to knowing the priority, emergency savings or retirement goals, will ultimately depend on your unique financial situation and goals. This article contains some ideas that you should consider to protect yourself from financial shocks.
    Read this Article
  • What Should You Do as Markets Flirt with Bears?

    What Should You Do as Markets Flirt with Bears?

    May 24, 2022
    Market declines should inform – not drive – your asset allocation decisions. Does it matter if the S&P 500 is down 19% versus 21%? Both scenarios probably leave you feeling anxious and you’re sure not alone. It’s times like this that perspective is important. This article examines the last time the S&P 500 was in a bear market and a little history of other past bear markets.
    Read this Article
  • Historic Bear Market in Bonds

    Historic Bear Market in Bonds

    October 24, 2022
    As market volatility continues and the mid-term election draws rapidly near, this month’s Student of the Market gives insight into the relationship between midterm election years and market performance. You might be surprised to see the breakdown of U.S. stock sector performance for the last five Presidents. Also stats on performance following peaks in inflation and performance 12 months after bad starts for bonds/stocks, may bring some relief.
    Read this Article
    • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    No, stay on StrongValley.comContinue to link
    phone-handset