Wisdom in Wealth

Strategies, Stories, and Lessons Learned Over the Course of 25 Years Helping Families Plan Their Financial Lives

Patience Pays: Analyzing 94 Years of S&P 500 Returns

POSTED ON June 10th - POSTED IN S&P 500, Finance, Market Volatility

By William Beynon & John Walker - In finance, historical data helps us understand market trends. Our study of 94 5-year periods on the S&P 500 shows that most had positive returns, with only six negative ones. Returns typically fell[…]

Rule of the Powerful Few

POSTED ON August 16th - POSTED IN S&P, FinancialMarkets, S&P 500

By William Beynon & John Walker - In governance, the rule of the powerful one is called a Monarchy, and the rule of the powerful few is an Oligarchy. Over the course of this year, we have seen what may appear as the masquerade of the[…]

William Beynon
President & CEO

Co-Author of Wisdom in Wealth.

John Walker, AEP®, CFP®, CAP®
Managing Director | Private Wealth Management

Co-Author of Wisdom in Wealth.

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