by NelsonCorp Wealth Management | Jan 24, 2025 | Chart of the Week
Here’s a fun fact: Since 1885, the S&P 500 has historically performed the best in years ending in “5.” Strange, right? But it’s true! This week’s chart breaks down the average (median) return for each year of a decade, and the standout is clear—years ending...
by NelsonCorp Wealth Management | Jan 17, 2025 | Chart of the Week
We’re starting to see fewer and fewer S&P 500 sectors sustain long-term uptrends—and that could spell trouble for the broader stock market. This week’s chart tracks the number of S&P 500 sectors (there are 11 total) with a 50-day moving average above...
by NelsonCorp Wealth Management | Jan 10, 2025 | Chart of the Week
The stock market is starting to look expensive. As our chart this week highlights, the S&P 500’s price-to-book (P/B) ratio just hit 5.14—record territory. Historically, the P/B ratio, which compares the market’s value of companies to their book...
by NelsonCorp Wealth Management | Jan 3, 2025 | Chart of the Week
A quarter century of stock market returns is in the books, and what a journey it’s been! So, how do things stack up? As the chart above shows, the S&P 500 Total Return Index—which includes dividends—has surged an impressive 538.8% over the past 25 years....
by NelsonCorp Wealth Management | Dec 27, 2024 | Chart of the Week
This week’s chart highlights the surge in the term premium on U.S. Treasuries—the extra return investors demand for holding long-term bonds instead of short-term ones. Think of it like asking for a bigger reward to lock your money away for longer because the...
by NelsonCorp Wealth Management | Dec 20, 2024 | Chart of the Week
The Federal Reserve shook up financial markets this week, with stocks sliding after yet another rate cut. But it wasn’t the cut itself that rattled investors—it was the Fed’s revised projection for the “neutral rate,” shown in green on the chart. This neutral...
