Weekly Notes:
February 6 | 43% of Stocks Lost Money in a Great Market The S&P 500 nearly doubled over five years — but nearly half of individual U.S. stocks lost money over the same stretch. Disney, Target, and Nike were all in the red. Here’s why that matters for how you’re invested.
February 13 | The Retirement Spending Myth Most Calculators Get Wrong Most retirement calculators assume your spending climbs every year with inflation. Real data says otherwise — and the difference could change how much you think you need to retire.
February 20 | Great Years Still Include Scary Declines The average intra-year drop for the S&P 500 is 14% — even in years that end positive. A look at why the scary moments are part of the plan, not a sign it’s broken.
February 27 | Midterm Volatility Is Right on Schedule Tech is down, tariffs are back, and the headlines feel heavy. But midterm election years have historically been the bumpiest — and most still ended in the green.
Quote We Love:
“Far more money has been lost by investors trying to anticipate corrections than lost in the corrections themselves." — Peter Lynch
Seminar:
February 18 | What 2025 Taught Us — And What It Means for the Year Ahead (Seminar Slides) A data-packed look at what drove markets in 2025 — from the dominance of gold and international stocks, to why staying invested on April 9th made all the difference. Jon covered volatility, Big Tech, earnings, the economy vs. how people feel about it, and what history says about investing in a midterm election year.
