BERNO FINANCIAL MANAGEMENT, INC.
7454 Jager Court
Cincinnati, Ohio 45230
Telephone (513) 474
FUN FACTS TO KNOW AND TELL
Positive news and reasons for optimism are always fun to write about and read.
this publication’s title, “Fun Facts To Know and Tell”, we are happy to write
the following “Fun Fact.”
The Standard & Poor’s 500 Index has returned 24% on average in years it has
risen in both January and February, as it has done in 2013.
What is remark
about this track record is its consistency.
Since 1945, the S&P 500 has had
in January and February
in only 26 of the 6
100% of those years ended with positive returns according to Sam Stovall
. The biggest advance when the index rose in January
was a 52% rally in 1954.
Wouldn’t that be nice in 2013?
Now we have always been quick to say that we don’t believe in or rely on
forecasts based on issues like the President
ial election cycle or the Super Bowl
predictor, but one has to admit this is a pretty consistent predictor and certainly a
“Fun Fact To Know and Tell,” if nothing else.
Stock dividends and the value of stock dividend increases have been getting a lot
attention in the financial press in recent years, especially in this low interest
environment. As a concrete example, here are the annual dividend figures for
the Vanguard Total Stock Market
The dividend in 2013 was over 2.5 times as high as 2002, or an annualized
increase of 9.75%, despite a slight decline starting in 2008 when many financial
even GE, cut dividends. Stocks are an important source of income!
We are no longer using or accepting the 9”x12” Business
Reply Mail Envelopes that you could send back to us without attaching postage.
Please recycle any that you may have.
The U.S. Post Office has doubled the
annual license fee in recent years and with our Berno View Client Portal on our
website and more people using email, Business
is no longer
We will provide
stamped or pre
metered envelopes as needed.