Tag: stocks
Most people see multicolored chaos in the chart below, which is a visual representation of the returns each year to various types of investments. Morningstar Inc.’s director of quantitative research, Timothy Strauts, sees something else: the need for a diverse portfolio. Strauts, like most investment professionals, knows the Callan Periodic Table of Investment Returns. It…
The brief’s key findings are: The National Retirement Risk Index (NRRI), based on newly released Survey of Consumer Finances data, shows that over half of households may be unable to maintain their standard of living in retirement. Between 2007 and 2010, the NRRI jumped by 9 percentage points due to: the bursting of the housing bubb…
