17 Burst results for "One Hundred Forty Three Billion Dollars"

"one hundred forty three billion dollars" Discussed on WTVN

WTVN

06:42 min | 3 years ago

"one hundred forty three billion dollars" Discussed on WTVN

"Welcome to the Rick Edelman show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. It's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. Oh, I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that scared a lot of people causing a record one hundred forty three billion and withdraws in December. And you missed it. Because. Year today. The stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. There were a lot of folks who were particularly unhappy with twenty eight team because of a section of their portfolio that was invested in small cap stocks. Well, what do I mean by small cat? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small cops. You see? I need for you to understand. Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small caps tend to grow faster than big caps. Now, there are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle the volatility, if you all the long-term time rise in small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run at least history tells us small caps, generally, you know, usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect on what about our clients at element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar to jeans and mine chances are they're portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance and guarantee future results in the country country's a federal offense. But still having said that we believe that having a small cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that that happens from time to time. But look what's happened in two thousand nineteen. The stock market is up year to date five percent. This is awesome. Small caps are up nine per se. Percents small caps of Donal most twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get too excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain serious, man. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out and they're going to be one. How come I don't seem to be making any money for my investments? It's because you insist on selling low and buying. Hi, how here's a newsflash for you. The key to investment successes to buy low sell high. You insist on doing exact opposite. And then you complain that your results. Thank you blame your financial adviser. You get upset at CNBC. Well, okay. That's okay. To get upset at CNBC. But I digress. Hey, speaking to CNBC, we're familiar with the street dot com. Right. That's Jim Cramer's outfit. Right. Well, here's a headline from the street dot com. Quote, stock markets strong January performance bodes well for the rest of the year. They wrote that on January thirty first of twenty eight eighteen you remember what happened last January a year ago last January the stock market was up six percent. And at the end of. Last january. They wrote, hey, this is well for the rest of the year while we all know, what happened the stock market end up losing money for two thousand eighteen. So my point is this let's not get cocky, let's not get carried away. Let's not assume the past performance guarantees the.

CNBC Rick Edelman Jim Cramer MorningStar Donal fourteen percent three months six percent one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years
"one hundred forty three billion dollars" Discussed on KTRH

KTRH

06:42 min | 3 years ago

"one hundred forty three billion dollars" Discussed on KTRH

"Welcome to the Rick Edelman show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. It's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. Oh, I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that's scared. A lot of people causing a record one hundred forty three billion withdrawals in December, and you missed it because your date. The stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time m not the timing of your investments, and I'll take it a step further. There were a lot of folks who were particularly unhappy with twenty eighteen because of a section of their portfolio that was invested in small cap stocks. Or what do I mean by small-cap? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent and the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small caps. You see? The need for you to understand. Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion. It's hard to double billion, so small cats tend to grow faster than big caps. Now. There are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility of the long term time horizon, small caps might not be a huge great idea for you. But for me, and for my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run. At least history tells us small caps, generally usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect on what about our clients at element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar to jeans and mine chances are they're portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance guarantee future results in any assertion of the country's a federal offense. But still having said that we believe that having a small cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen we shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in twenty nineteen. The stock market is up year to date five percent. This is awesome. Small caps are up nine per se. Percents small caps of Donald most twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is going to continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money from my investments, it's because you insist on selling low and buying. Hi, hello. Here's a newsflash for you. The key to investment successes to buy low sell high. You insist on doing the exact opposite. And then you complain that your results. Thank you blame your financial adviser. You get upset at CNBC. Well, okay. That's okay. To get upset at CNBC. But I digress. Hey, speaking to CNBC. You're familiar with the street dot com. Right. That's Jim Cramer's outfit. Right. Well, here's a headline from the street dot com. Quote, stock markets strong January performance bodes well for the rest of the year. They wrote that on January thirty first of twenty eight teen. Remember, what happened last January a year ago last January the stock market was up six percent. And at the end of last January. They wrote, hey, this will for the rest of the year. Well, we all know what happened the stock market end up losing money for two thousand eighteen so my point is this let's not get cocky, let's not get carried away. Let's not assume the past performance guarantees the.

CNBC Rick Edelman Jim Cramer MorningStar Donald fourteen percent three months six percent one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years
"one hundred forty three billion dollars" Discussed on WTVN

WTVN

05:29 min | 3 years ago

"one hundred forty three billion dollars" Discussed on WTVN

"Welcome to the Rick Edelman show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. And it's just really amazing. The stock market has had the best start to the year in thirty two years. This is really very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. Oh, I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen the fourth quarter. The last three months of the year, the s&p. Five hundred fell fourteen percent. And that scared a lot of people causing a record one hundred forty three billion in withdrawals in December, and you missed it because year today the stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. And there were a lot of folks who were particularly unhappy with two thousand eighteen because of a section of their portfolio that was invested in small cap stocks. Or what do I mean by small-cap? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well me for one because my has got a lot of small caps. You see? I need for you to understand. Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small caps tend to grow faster than big caps. Now, there are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility, if you all the long term time horizon, small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run. At least history tells us small caps, generally usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect on what about our clients at element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar to jeans and mine chances are their portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance and guarantee future results in any assertion of the country's a federal offense. But still having said that we believe that having a cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in two thousand nineteen the stock market is up year to date five percent. This is awesome. Small caps are up nine per se. Percents small caps of Donald most twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. And that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments?.

Rick Edelman MorningStar Donald fourteen percent three months one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years six percent
"one hundred forty three billion dollars" Discussed on WLS-AM 890

WLS-AM 890

05:32 min | 3 years ago

"one hundred forty three billion dollars" Discussed on WLS-AM 890

"And yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. And it's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in twenty eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. Oh, I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that's scared. A lot of people causing a record one hundred forty three billion and withdrawals in December, and you missed it because year today the stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. And there were a lot of folks who were particularly unhappy with twenty eighteen because of a section of their portfolio that was invested in small cap stocks. Well, what do I mean by small-cap? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well me for one because my portfolios got a lot of small caps. You see? I need for you to understand. Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small cats tend to grow faster than big caps. Now. There are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility of the long term time horizon, small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run at least history tells us small cats, generally, you usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect and what about our clients at element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar to jeans and mine chances are their portfolio isn't going to be terribly dissimilar either. And I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance guarantee future results in any assertion of the country's a federal offense. But still having said that we believe that having a small cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in two thousand nineteen the stock market is up year to date five percent. This is awesome. Small caps are up nine. Percents. Small caps have done almost twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. Serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments, it's because you insist on selling low and buying high..

MorningStar fourteen percent three months one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years six percent
"one hundred forty three billion dollars" Discussed on WBZ NewsRadio 1030

WBZ NewsRadio 1030

05:38 min | 3 years ago

"one hundred forty three billion dollars" Discussed on WBZ NewsRadio 1030

"Now, here's Rick Ataman, very happy weekend to you. Welcome to the show. And yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. And it's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. Oh, I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that scared a lot of people causing a record one hundred forty three billion in withdrawals in December, and you missed it because year today the stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. There are a lot of folks who were particularly unhappy with twenty eighteen because of a section of their portfolio that was invested in small cap stocks. Well, what do I mean by small cat? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Caffeine's capitalization, the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small caps. You see? Read understand why history tells us that most of the time I mean, like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small caps tend to grow faster than big caps. Now, there are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility of the long term time horizon, small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run at least history tells us small caps, generally, you know, usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect on what about our clients element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar to jeans and mine chances are their portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance doesn't guarantee future results in any assertion of the country's a federal offense. But still having said that we believe that having a small cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in twenty nineteen. The stock market is up year to date five percent. This is awesome. Small caps are up nine per se. Percents. Small caps have done almost twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get too excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments, it's because you insist on selling low and buying high more.

Rick Ataman MorningStar Caffeine fourteen percent three months one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years six percent
"one hundred forty three billion dollars" Discussed on 850 WFTL

850 WFTL

06:42 min | 3 years ago

"one hundred forty three billion dollars" Discussed on 850 WFTL

"Welcome to the Rick Edelman show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. And it's just really amazing. The stock market has had the best start to the year in thirty two years. This is really very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in twenty eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of twenty eight team in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that's scared. A lot of people causing a record one hundred forty three billion and withdrawals in December, and you missed it because year today the stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. There are a lot of folks who were particularly unhappy with twenty eight team because of a section of their portfolio that was invested in small cap stocks. Well, what do I mean by small-cap? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of accompanying, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio got a lot of small caps. You see? Need for you to understand? Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small cats tend to grow faster than big caps. Now. There are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility, if you all the long-term time rise and small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility or smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize it in the long run. At least history tells us small cats, generally usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect and what about our clients that element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar to jeans and mine chances are their portfolio isn't going to be terribly dissimilar either. Now, I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance doesn't guarantee of future results of the country's a federal offense. But still having said that we believe that having a small cap exposure in our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in twenty nineteen. The stock market is up year to date five percents. This is awesome. Small caps are up nine per se. Percents small caps of Donald most twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get too excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. Serious. I'm serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments? It's because you insist on selling low and buying. Hi, hello. Here's a newsflash for you. The key to investment successes to buy low sell high. You insist on doing exact opposite. And then you complain that your results. Thank you blame your financial adviser. You get upset at CNBC. Well, okay. That's okay. To get upset at CNBC. But I digress. Hey, speaking to CNBC here familiar with the street dot com. Right. That's Jim Cramer's outfit. Right. Well, here's a headline from the street dot com. Quote, stock markets strong January performance bodes well for the rest of the year. They wrote that on January thirty first of twenty eight fifteen remember what happened last January a year ago last January the stock market was up six percent. And at the end of last January. They wrote, hey, this will for the rest of the year. Well, we all know what happened the stock market end up losing money for two thousand eighteen so my point is this let's not get cocky, let's not get carried away. Let's not assume the past performance guarantees the.

CNBC Rick Edelman Jim Cramer MorningStar Donald fourteen percent three months six percent one hundred forty three billio thirty two years twenty percent sixty percent eight years
"one hundred forty three billion dollars" Discussed on 600 WREC

600 WREC

05:29 min | 3 years ago

"one hundred forty three billion dollars" Discussed on 600 WREC

"Welcome to the RIC Edelman show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. And it's just really amazing. The stock market has had the best start to the year in thirty two years. This is really very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that scared a lot of people causing record one hundred forty three billion in withdrawals in December, and you missed it because year to date the stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. And there were a lot of folks who were particularly unhappy with twenty eighteen because of a section of their portfolio that was invested in small cap stocks. Well, what do I mean by small cat? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well me for one because my portfolios got a lot of small caps. You see? The need for you to understand. Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small caps tend to grow faster than big caps. Now, there are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility of the long term time horizon, small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility or smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run. At least history tells us small caps, generally usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect what about our clients that element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar to jeans and mine chances are their portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance doesn't guarantee future results in any assertion of the country's a federal offense. But still having said that we believe that having a cap exposure our portfolio makes sense now we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in two thousand nineteen the stock market is up year to date five percent. This is awesome. Small caps are up nine per se. Percents. Small caps have done almost twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments?.

RIC Edelman MorningStar fourteen percent three months one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years six percent
"one hundred forty three billion dollars" Discussed on 600 WREC

600 WREC

06:42 min | 3 years ago

"one hundred forty three billion dollars" Discussed on 600 WREC

"Welcome to the Rick Edelman show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. And it's just really amazing. The stock market has had the best start to the year in thirty two years. This is really very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. Oh, I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of twenty eight team in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that scared a lot of people causing a record one hundred forty three billion and withdrawals December and you missed it because year today the stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. There were a lot of folks who were particularly unhappy with twenty eighteen because of a section of their portfolio that was invested in small cap stocks. Or what do I mean by small cat? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small caps. You see? I need for you to understand. Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small caps tend to grow faster than big caps. Now, there are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility of the long-term time rise, small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run at least history tells us small cats, generally, you know, usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect and what about our clients at element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar to jeans and mine chances are their portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance guarantee future results in any assertion of the country's a federal offense. But still having said that we believe that having a cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what happened in two thousand nineteen. The stock market is up year to date five percent. This is awesome. Small caps are up nine per se. Percents. Small caps. Have Don almost twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is going to continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments? It's because you insist on selling low and buying. Hi, how here's a newsflash for you. The key to investment success is to buy low sell high. You insist on doing the exact opposite. And then you complain that your results. Thank you blame your financial adviser. You get upset at CNBC. Well, okay. That's okay. To get upset at CNBC. But I digress. Hey, speaking to CNBC. We're familiar with the street dot com. Right. That's Jim Cramer's outfit. Right. Well, here's a headline from the street dot com. Quote, stock markets strong January performance bodes well for the rest of the year. They wrote that on January thirty first of twenty eight eighteen you remember what happened last January a year ago last January the stock market was up six percent. And at the end of last January. They wrote, hey, this is well for the rest of the year. Well, we all know what happened the stock market end up losing money for two thousand eighteen so my point is this let's not get cocky, let's not get carried away. Let's not assume the past performance guarantees the.

CNBC Rick Edelman Jim Cramer MorningStar Don fourteen percent three months six percent one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years
"one hundred forty three billion dollars" Discussed on KSFO-AM

KSFO-AM

06:43 min | 3 years ago

"one hundred forty three billion dollars" Discussed on KSFO-AM

"Welcome to the Rick Edelman show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. It's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of twenty eight team in the fourth quarter. The last three months of the year the s&p five hundred fell fourteen percent. And that scared a lot of people causing a record one hundred forty three billion and withdrawals in December, and you missed it because year today the stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. There were a lot of folks who were particularly unhappy with twenty eight team because of a section of their portfolio that was invested in small cap stocks. Well, what do I mean by small cat? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small caps. You see? I need for you to understand. Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small caps tend to grow faster than big caps. Now, there are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility, if you all the long term time horizon, small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run at least history tells us small caps, generally, you know, usually do better, then large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect and what about our clients at element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar to jeans and mine chances are they're portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance guarantee future results in any assertion of the country's a federal offense. But still having said that we believe that having a small cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in two thousand nineteen the stock market is up year to date five percent. This is awesome. Small caps are up nine per se. Percents. Small caps. Have Don almost twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments? It's because you insist on selling low and buying. Hi, how here's a newsflash for you. The key to investment success is to buy low sell high. You insist on doing the exact opposite. And then you complain that your results. Thank you blame your financial adviser. You get upset at CNBC. Well, okay. That's okay. To get upset at CNBC. But I digress. Hey, speaking to CNBC here. Here familiar with the street dot com. Right. That's Jim Cramer's outfit. Right. Well, here's a headline from the street dot com. Quote, stock markets strong January performance bodes well for the rest of the year. They wrote that on January thirty first of twenty eight teen you remember what happened last January year ago last January the stock market was up six percent. And at the end of last January. They wrote, hey, this is well for the rest of the year. Well, we all know what happened the stock market end up losing money for two thousand eighteen so my point is this let's not get cocky that's not carried away. Let's not assume the past performance guarantees the future,.

CNBC Rick Edelman Jim Cramer MorningStar Don fourteen percent three months six percent one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years
"one hundred forty three billion dollars" Discussed on KNST AM 790

KNST AM 790

05:28 min | 3 years ago

"one hundred forty three billion dollars" Discussed on KNST AM 790

"And yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. And it's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. Oh, I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of twenty eight team in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that scared a lot of people causing a record one hundred forty three billion and withdrawals in December, and you missed it because your date the stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. And there were a lot of folks who were particularly unhappy with twenty eight team because of a section of their portfolio that was invested in small cap stocks. Well, what do I mean by small-cap? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small caps. You see? The need for you to understand. Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion. It's hard to double billion, so small cats tend to grow faster than big caps. Now. There are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility of the long term time horizon, small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run. At least history tells us small cats, generally usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect and what about our clients at element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar jeans and mine chances are their portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance Simpson guarantee future results in any assertion of the country's a federal offense. But still having said that we believe that having a small cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen well, we shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in two thousand nineteen the stock market is up year date. Five percent. This is awesome. Small caps are up nine per se. Percents small caps. Don almost twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments?.

MorningStar Simpson Don fourteen percent three months one hundred forty three billio thirty two years twenty percent sixty percent Five percent eight years six percent
"one hundred forty three billion dollars" Discussed on KGO 810

KGO 810

05:33 min | 3 years ago

"one hundred forty three billion dollars" Discussed on KGO 810

"Welcome to the Rick Edelman show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. And it's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that's scared. A lot of people causing a record one hundred forty three billion withdrawals in December, and you missed it because year today the stock market is now up six percent. And that's pretty darn exciting. Isn't it reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. There were a lot of folks who were particularly unhappy with twenty eighteen because of a section of their portfolio that was invested in small cap stocks. Or what do I mean by small-cap? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small caps. You see? Need for you to understand? Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small cats tend to grow faster than big caps. Now. There are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility, if you all the long term time horizon, small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run at least history tells us small caps, generally, you know, usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect and what about our clients at element, Financial Engines. Well, you can get. S situation is not terribly dissimilar to jeans and mine chances are their portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performances and guarantee future results in any assertion of the country's a federal offense. But still having said that we believe that having small-cap exposure, and our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in twenty nineteen. The stock market is up year to date five percent. This is awesome. Small caps are up nine percent. Small caps of Donald most twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is gonna continue for the year. In fact, I. I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see their kid performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments, it's because you insist on selling low and buying high..

Rick Edelman MorningStar Donald fourteen percent three months one hundred forty three billio thirty two years twenty percent sixty percent five percent nine percent eight years six percent
"one hundred forty three billion dollars" Discussed on NewsRadio KFBK

NewsRadio KFBK

06:43 min | 3 years ago

"one hundred forty three billion dollars" Discussed on NewsRadio KFBK

"Welcome to the Rick Edelman show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. And it's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya. That if you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that scared a lot of people causing a record one hundred forty three billion withdrawals in December, and you missed it because year to date the stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. There were a lot of folks who were particularly unhappy with twenty eight team because of a section of their portfolio that was invested in small cap stocks. Or what do I mean by small-cap? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small caps. You see? Need to understand? Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small caps tend to grow faster than big caps. Now, there are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility of the long-term time rise and small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run at least history tells us small caps, generally, you know, usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect and what about our clients that element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar genes and mine chances are their portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance and guarantee future results in the assertion of the country's a federal offense. But still having said that we believe that having small-cap exposure, and our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in twenty nineteen. The stock market is up year to date five percent. This is awesome. Small caps are up nine per se. Percents. Small caps have done almost twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments? It's because you insist on selling low and buying. Hi, how here's a newsflash for you. The key to investment success is to buy low sell high. You insist on doing the exact opposite. And then you complain that your results. Thank you blame your financial adviser. You get upset at CNBC. Well, okay. That's okay. To get upset at CNBC. But I digress. Hey, speaking of CNBC, we're familiar with the street dot com. Right. That's Jim Cramer's outfit. Right. Well, here's a headline from the street dot com. Quote, stock markets strong January performance bodes well for the rest of the year. They wrote that on January thirty first of twenty eight eighteen remember what happened last January a year ago last January the stock market was up six percent. And at the end of last January, they wrote, hey, this well for the rest of the year. Well, we all know what happened the stock market end up losing money for two thousand eighteen so my point is this let's not get cocky, let's not get carried away. Let's not assume the past performance guarantees the future,.

CNBC Rick Edelman Jim Cramer MorningStar fourteen percent three months six percent one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years
"one hundred forty three billion dollars" Discussed on WTVN

WTVN

06:42 min | 3 years ago

"one hundred forty three billion dollars" Discussed on WTVN

"Welcome to the RIC Edelman show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. And it's just really amazing. The stock market has had the best start to the year in thirty two years is really very exciting. And it just shows to go ya that if you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. Oh, I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that scared a lot of people causing a record one hundred forty three billion and withdrawals in December, and you missed it because year to date the stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. There were a lot of folks who were particularly unhappy with twenty eighteen because of a section of their portfolio that was invested in small cap stocks. Or what do I mean by small cat? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well me for one because my has got a lot of small caps. You see? I need for you to understand. Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small cats tend to grow faster than big caps. Now. There are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility of the long-term time rise in small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run at least history tells us small caps, generally, you know, usually do better than large. Caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect on what about our clients at element, Financial Engines. Well, you can guess if the client's situation is not terribly dissimilar genes and mine chances are their portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance and guarantee future results in any assertion of the is a federal offense. But still having said that we believe that having a small cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in two thousand nineteen the stock market is up year to date five percent. This is awesome. Small caps are up nine per se. Percents. Small caps have done almost twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments? It's because you insist on selling low and buying. Hi, how here's a newsflash for you the key to investment success to buy low sell high. You insist on doing the exact opposite. And then you complain that your results. Thank you blame your financial adviser. You get upset at CNBC. Well, okay. That's okay. To get upset at CNBC. But I digress. Hey, speaking to CNBC. We're familiar with the street dot com. Right. That's Jim Cramer's outfit. Right. Well, here's a headline from the street dot com. Quote, stock markets strong January performance bodes well for the rest of the year. They wrote that on January thirty first of twenty eight teen. Remember, what happened last January year ago last January the stock market was up six percent. And at the end of last January. They wrote, hey, this is well for the rest of the year. Well, we all know what happened the stock market end up losing money for two thousand eighteen so my point is this let's not get cocky, let's not get carried away. Let's not assume the past performance guarantees the.

CNBC RIC Edelman Jim Cramer MorningStar fourteen percent three months six percent one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years
"one hundred forty three billion dollars" Discussed on KTRH

KTRH

06:42 min | 3 years ago

"one hundred forty three billion dollars" Discussed on KTRH

"Welcome to the Rick Edelman show, and yes, a very happy weekend notwithstanding. The incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. And it's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya. That if you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in twenty eight team. Well, how fast things change? So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. Oh, I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that scared a lot of people causing record one hundred forty three billion and withdrawals in December. And you missed it because you're today. The stock market is now up six percent. And that's pretty darn exciting. Isn't it? It reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. There were a lot of folks who were particularly unhappy with twenty eight team because of a section of their portfolio that was invested in small cap stocks. Or what do I mean by small cat? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small caps. You see? I need for you to understand. Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small caps tend to grow faster than big caps. Now, there are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility of the long-term time rise and small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run at least history tells us small cats, generally usually do better than large. Caps. And so our portfolio tends to have an over waiting of small cats more. So than the market itself would reflect on what about our clients at element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar jeans and mine chances are their portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you want to be doing. I'm not suggesting that this is always going to work in the future. We know past performance guarantee future results in any assertion of the country's a federal fence. But still having said that we believe that having small-cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen we shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in twenty nineteen. The stock market is up year to date five percent. This is awesome. Small caps are up nine per se. Percents small caps. Don almost twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get too excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done so far in January. The stock market will end of the year with a sixty percent gain. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments? It's because you insist on selling low and buying. Hi, how here's a newsflash for you. The key to investment success is to buy low sell high. You insist on doing the exact opposite. And then you complain that your results. Thank you blame your financial adviser. You get upset at CNBC. Well, okay. That's okay. To get upset at CNBC. But I digress. Hey, speaking to CNBC, we're familiar with the street dot com. Right. That's Jim Cramer's outfit. Right. Well, here's a headline from the street dot com. Quote, stock markets strong January performance bodes well for the rest of the year. They wrote that on January thirty first of twenty eight eighteen you remember what happened last January a year ago last January the stock market was up six percent. And at the end of last January. They wrote, hey, this will for the rest of the year. Well, we all know what happened the stock market end up losing money for two thousand eighteen so my point is this let's not get cocky, let's not get carried away. Let's not assume the past performance guarantees the.

CNBC Rick Edelman Jim Cramer MorningStar Don fourteen percent three months six percent one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years
"one hundred forty three billion dollars" Discussed on Newsradio 1200 WOAI

Newsradio 1200 WOAI

05:59 min | 3 years ago

"one hundred forty three billion dollars" Discussed on Newsradio 1200 WOAI

"Welcome to the Rick Edelman show and yes, very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nineteen. It's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that scared a lot of people causing a record one hundred forty three billion and withdrawals in December, and you missed it because year today the stock market is now up six percent. And that's pretty darn exciting. Isn't it reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. There were a lot of folks who were particularly unhappy with two thousand eighteen because of a section of their portfolio that was invested in small cap stocks. What do I mean by small-cap? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small caps. You see I need to understand. Why history tells us that most of the time I mean like seven or eight years out of ten. Win over really long periods. Small-cap stocks little companies make more money they grow more than big companies. The little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small cats tend to grow faster than big caps. Now. There are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility all the long term time horizon, small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run. At least history tells us small caps, generally usually do better than large-caps. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect on what about our clients that element, Financial Engines. Well, you can guess. Know, if the client's situation is not terribly dissimilar to jeans and mine chances are their portfolio isn't going to be terribly dissimilar either. I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance guarantee future results in any assertion of the country's a federal offense. But still having said that we believe that having a small cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in two thousand nineteen the stock market is up year to date five percent. This is awesome. Small caps are up nine percent. Small caps have done almost twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continue. To do for the rest of the year. What it has done so far in January. The stock market will end of the year with a sixty percent game. Be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for investments? It's because you insist on selling low and buying. Hi, how here's a newsflash for you. The key to investment successes to buy low sell high. You insist on doing the exact opposite. And then you'd complained that your results. Thank you blame your financial adviser. You get upset at CNBC. Well, okay. That's okay. To get upset at CNBC. But I digress. Hey, speaking to CNBC, we're familiar with the street dot com. Right. That's Jim Cramer's outfit. Right. Well, here's a headline from the street dot com. Quote, stockmarkets. Strong January performance bodes well for the rest of the year. They wrote that on January thirty first of twenty eight teen you remember what happened last January a year ago last January the stock market was up six percent. And at the end of last January, they wrote, hey, this well for the rest of the year. Well, we all know what happened the stock market out losing money for two thousand eighteen so my point is this let's not get cocky, let's not get carried away. Let's not assume the past performance guarantees the future,.

CNBC Rick Edelman Jim Cramer MorningStar fourteen percent three months six percent one hundred forty three billio thirty two years twenty percent sixty percent five percent nine percent eight years
"one hundred forty three billion dollars" Discussed on WLS-AM 890

WLS-AM 890

04:55 min | 3 years ago

"one hundred forty three billion dollars" Discussed on WLS-AM 890

"Show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nineteen. It's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange traded funds in December. I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of two thousand eighteen in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that scared a lot of people causing a record one hundred forty three billion in withdrawals in December, and you missed it because year today the stock market is now up six percent. And that's pretty darn exciting. Isn't it reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. There were a lot of folks who were particularly unhappy with two thousand eighteen because of a section of their portfolio that was invested in small cap stocks. Well, what do I mean by small-cap? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalisation the value of a company, and if you had a bunch of small caps, and your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small caps. You see Anita understand. Why history tells us that most of the time I mean like seven or eight years out of ten over really long. Periods. Small-cap stocks little companies make more money they grow more than big companies. Little companies are more agile. When you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small cats tend to grow faster than big caps. Now. There are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle the volatility, if you own the long-term time rise in small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and the educated enough trained enough skilled enough experienced enough at all of this to recognize that in the long run. At least history tells us small caps, generally usually do better than large cats. And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect what about our clients at element, Financial Engines. Well, you can guess you know, if the client's situation is not. Terribly dissimilar to jeans and mine chances are they're portfolio isn't going to be terribly dissimilar either. Suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performance Simpson guarantee future results in any assertion of the is a federal offense. But still having said that we believe that having a small cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen we shrug our shoulders. We get it. We understand that that happens from time to time. But look what's happened in two thousand nineteen. The stock market is up year to date five percent. This is awesome. Small caps are up nine percents. Small caps have done almost twice as well. In other words, we seem to be going back to the normal kind of environment. Now, these are outsized results. I don't want you to get to excited. I don't want you to believe this trend is gonna continue for the year. In fact, I will guarantee that it can't that it won't for the simple reason that if the stock market continues to do for the rest of the year what it has done. So. Far in January. The stock market will end of the year with a sixty percent gain. You cannot be serious, and that's not serious. That's the point anybody who thinks that the rest of the year is going to be as good as January is kidding themselves. You're setting yourself up for failure. And in fact, you know, what my biggest fear is that a whole lot of the people who sold their stock funds in December at a loss. Have recently bought them now that they see the market performing better, and they missed out, and they're going to be wondering how come I don't seem to be making any money for my investments, it's because you insist on selling low and buying high..

MorningStar Anita Simpson fourteen percent three months one hundred forty three billio thirty two years twenty percent sixty percent five percent eight years six percent
"one hundred forty three billion dollars" Discussed on WCBM 680 AM

WCBM 680 AM

04:27 min | 3 years ago

"one hundred forty three billion dollars" Discussed on WCBM 680 AM

"Welcome to the Rick Edelman show, and yes, a very happy weekend notwithstanding. This incredible cold snap that we've had across the country. The stock market has been fabulous. So far in two thousand nine hundred nineteen. It's just really amazing. The stock market has had the best start to the year in thirty two years. This is very exciting. And it just shows to go ya that. If you got really disappointed if you were really panicked and scared and upset or just frankly annoyed at the performance in two thousand eighteen well, how fast things change. So I hope you didn't do something foolish like selling your stock investments. Your stock mutual funds and exchange-traded funds in December. I think you might have done that according to MorningStar investors pulled out a record one hundred forty three billion dollars out of their stock mutual funds in the month of December one hundred and forty three billion because why well we all know why the stock market was doing very poorly at the end of twenty eight team in the fourth quarter. The last three months of the year, the S and P five hundred fell fourteen percent. And that scared a lot of people causing a record one hundred forty three billion and withdraws in December. And you missed it because year today the stock market is now up six percent. And that's pretty darn exciting. Isn't it reminds us of the importance of not trying to time the market to remember that it's about the time in not the timing of your investments, and I'll take it a step further. And there were a lot of folks who were particularly unhappy with twenty team because of a section of their portfolio that was invested in small cap stocks. Well, what do I mean by small-cap? There are three kinds of stocks big companies, medium sized companies and little companies big caps. Mid-size caps and small caps. Cap. Means capitalization the value of a company, and if you had a bunch of small caps in your portfolio, you're even more unhappy than most people because although the stock market fell fourteen percent in the last three months of last year. Small caps fell twenty percent, you know, who's upset about it. Well, me for one because my portfolio has got a lot of small caps. You see? Need for you to understand? Why history tells us that most of the time I mean like seven or eight years out of ten over really long periods. Small-cap stocks little companies make more money they grow more than big companies. You know, the little companies are more agile when you've got a penny. It's easy to double it. When you've got a billion, it's hard to double a billion, so small caps tend to grow faster than big caps. Now, there are a lot riskier. And this is why it's not appropriate for everybody to do this. And if you don't have the stomach to handle, the volatility of the long term time horizon, small caps might not be a huge great idea for you. But for me, and for gene, my wife, you know, we get it. We understand that investing is about long term. We can tolerate the volatility. We're smart enough and educated enough trained in a skilled enough experienced enough and all of this to recognize that in the long run at least history tells us small cats, generally usually do better than. Large-caps? And so our portfolio tends to have an over waiting of small caps more. So than the market itself would reflect and what about our clients at element, Financial Engines. Well, you can guess, you know, if the client's situation is not terribly dissimilar to jeans and mine chances are their portfolio isn't going to be terribly dissimilar either. Now, I'm not suggesting that that's what you ought to be doing. I'm not suggesting that this is always going to work in the future. We know past performances and guarantee future results in the assertion of the country's a federal offense. But still having said that we believe that having a small cap exposure. And our portfolio makes sense. Now, we got punished for that in two thousand eighteen shrugged our shoulders, we get it. We understand that happens from time to time. But look what's happened in two thousand nineteen. The stock market is up year to date five percent. This is awesome. Small caps are up nine percents..

Rick Edelman MorningStar fourteen percent three months one hundred forty three billio thirty two years twenty percent five percent eight years six percent