Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast

Should you buy, sell or re-balance as the Dow keeps breaking records? (Hello 40K!) History gives us a guide.

June 05, 2024 Scott Light
Should you buy, sell or re-balance as the Dow keeps breaking records? (Hello 40K!) History gives us a guide.
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
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Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
Should you buy, sell or re-balance as the Dow keeps breaking records? (Hello 40K!) History gives us a guide.
Jun 05, 2024
Scott Light

In 1924, the Dow Jones Industrial average hovered around 90 much of the year.   That's not a typo.  Fast forward 100 years and it broke 40,000 a few weeks ago.    It's a number that moves markets, captures worldwide headlines and can even shape political campaigns.   And yet, the Dow is only comprised of 30 companies.  30 LARGE companies but 30 nonetheless.   Keeler and Nadler's Andy Keeler and Mark Beaver do a deep dive on the history and performance of the greater stock market over the last century.   Woolworth and American Sugar are long gone on the Dow 30 and no one would have guessed a century ago, a piece of fruit (Apple) and a soda (Coca-Cola) would be there today.    As Andy and Mark know well and as you're about to hear, what has weathered the up's and down's is this axiom - it's not about timing the market, it's time in the market.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.

It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.


Show Notes

In 1924, the Dow Jones Industrial average hovered around 90 much of the year.   That's not a typo.  Fast forward 100 years and it broke 40,000 a few weeks ago.    It's a number that moves markets, captures worldwide headlines and can even shape political campaigns.   And yet, the Dow is only comprised of 30 companies.  30 LARGE companies but 30 nonetheless.   Keeler and Nadler's Andy Keeler and Mark Beaver do a deep dive on the history and performance of the greater stock market over the last century.   Woolworth and American Sugar are long gone on the Dow 30 and no one would have guessed a century ago, a piece of fruit (Apple) and a soda (Coca-Cola) would be there today.    As Andy and Mark know well and as you're about to hear, what has weathered the up's and down's is this axiom - it's not about timing the market, it's time in the market.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.

It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.