Price Changes in the US – Jan, 1997 to Dec, 2017

Inflation is rising in the U.S. Last week we learned that inflation shot up to 4.2% in April, the highest since 2008. Inflation can be considered as the stealth tax since it sneaks up on people when most are not looking or paying attention – usually in small increments. Inflation also reduces the purchasing power …

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The Largest Companies By Market Value Change Over Time

The top companies by market value change over time especially in a decade or sometimes even every year. As the saying goes, change is the only constant in equity markets. Accordingly investors have to calibrate their holdings and not become overconfident in holding the leadership positions by today’s market leaders. Just like a revolving door, …

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Why Staying The Course Is Very Important

One of the important traits of successful equity investors is the simple act of being patient with investments. To put it another way, building real wealth with stocks requires the ability to be calm when markets turn volatile and focus on the long-term goal. The age-old adage goes that time in the market is more …

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IRA Contributions and Deductions Guide for Year 2021: Infographic

The contribution limits for various retirement plan accounts such as Traditional IRA, Roth IRA, etc. for 2021 are shown in the infographic below. In addition, the chart also shows the rules for deductions. As the deadline for tax filing for tax year 2020 approaches soon, this guide is a useful tool to plan for this …

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Checking on the Four Major Australian Banks

The four major Australian banks – Commonwealth Bank of Australia, Westpac, Australia and New Zealand Banking Group and National Australia Bank – have had a tough past few years. With most of the troubles over, some of these stocks are in recovery mode from the hard and deep slump. Let’s take a quick look at the performance so far this …

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