The Wealth Group

03/18/2022

Is all lost? We don't think so. Read the latest from The Wealth Group's Mike Earl:

tl;dr version: Americans are very pessimistic right now. This is a contrarian indicator. Stocks have an 84% chance of being higher 12 months from now. It might take some time, but forward-looking return prospects are good when folks are discouraged. The average 12-month forward return in past instan...

01/28/2022

A great post from Austin Colby about the power of working with time.

My family and I are currently going through old bins that have been collecting dust in storage for years. As one can imagine, it's a long process that brings with it many difficult determinations about what to keep (always too much), and what to toss (never enough).

01/10/2022

A summary of the stock market:

As students of investing and markets, one of our passions is helping our clients grow in knowledge and appreciation of how the US stock market works. What exactly is "the stock market"? Today, there are approximately 3,667 publicly-traded companies in the US -- collectively worth over $50 trillion.

08/20/2021

I was talking with a client recently about a home he owns in a major US city (not Minneapolis). I was curious about what the historical price appreciation has been in his market, so I pulled some data on his market. The data on his city fascinated me. I then began wondering how other US cities’ re...

04/22/2021

When investing in US stocks, the longer your time horizon, the better your odds of success. Most of us know that intuitively, but following through on head knowledge with actual life choices is another matter.

02/19/2021

Why is the US stock market trading near all-time highs? That’s a question some of our clients are asking right now – and many more are thinking about it without vocalizing it. With the ongoing effects of COVID-19 being felt all around us, it’s natural to be skeptical of stocks going up.

02/05/2021

Sharing some perspective on the blog:

Imagine for a moment that we’re past the worst of the COVID scare. Imagine also that you aren’t watching or reading political news. Then live a typical day in America. Just how good do we have it?

12/31/2020

There is always a market correction coming. We don’t know if it will happen next week, next month, or next year. Concern about a coming correction is not a good enough reason not to invest, because that concern will never go away.

10/19/2020

https://wealthgroupmn.com/blog/courage-dear-investor

I’m quick to admit that owning – and holding – stocks is not easy. I’ll never forget the moment a close family member (who shall remain nameless) told me in August 2011: “I never want to own stocks again. Get me out of stocks – completely.”

10/06/2020

https://wealthgroupmn.com/blog/the-wisdom-of-crowds

With this year's election just a month away, the temptation to [attempt to] time the market is as strong as ever. Our clients and friends are asking, "how will the stock market react to the election?"

09/23/2020

https://wealthgroupmn.com/blog/expanding-commerce

Expanding Commerce September 21, 2020 Investment Planning Mike Earl, CFP®, CPWA®It hasn’t always been this easy to invest in businesses. Writing of the 15th and 16th centuries in Europe, scholar Wilfred McClay writes:“The rapid expansion of trade was remaking the social and political map of Eu...