Index Returns

The L.O.R.D.S. Strategy Happy New Year! Despite uncertainties stemming from COVID and inflation, we had a weighted average return for our 8 funds of 17.77% in 2021. In our last email, we talked about the L.O.R.D.S. Strategy, how we invest in mutual funds. Below is a synopsis: Longevity – Funds have to be in existence […]

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Past Performance With investors’ concerns around inflation, Covid, and monetary policy, investors are concerned about a market correction. Here are our thoughts on the matter. When investing, you will always be reminded that Past Performance is no guarantee of future results and Past Performance is not indicative of future results. But for us at BSFS […]

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Inflation & The Markets In March of last year, when the markets had dropped over 30%, we analyzed the effect of pandemics on the markets over the past 100 years.  We found that the S&P 500 averaged 13.26% returns annually during the 4 previous pandemics and the following 3 year periods.  Immediately following these pandemics, there were […]

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