After all, the investment - grade bond market (represented in the table by the Bloomberg Barclays Aggregate bond index) posted the lowest annual return more
often than any other asset class, nine times over this 20 - year stretch.
Not exact matches
But because their
assets tend to perform better during better economic times, these stocks
often see higher returns
than other parts of the market during upswings, says Stammers.
In reviewing their
assets, donors
often find that real estate, whether their primary residence or vacation home, has appreciated more
than their
other assets.
But as someone who works in the financial field, what I
often see that occurs is that the bulk of people's retirement money and ultimately their estate is in tax - deferred accounts (Traditional IRA, SEP IRA, 401 (k), etc.) While the tax - deferred status of these accounts may allow these
assets to grow more rapidly
than other funds you might own and you get a deduction upfront, it can actually become problematic.
Mortgage scheme
assets are
often less readily «saleable» or «liquid»
than other investments.
Gov» t bonds really do have a negative correlation to equities during periods in which equities underperform (timing is
often slightly delayed), and that makes them more valuable
than any
other asset class as a diversifier.
People
often do overlook mileage accounts, because they are less obvious
than other assets such as bank accounts and retirement savings.
They usually address property issues that may arise in the event of divorce or death, and are
often used as vehicles to provide for greater awards of property to children of previous marriages, or when one spouse brings substantially greater
assets than the
other spouse to the marriage.
Uninsured and underinsured drivers
often have very few financial
assets, so obtaining rightful compensation can be more difficult
than other car accident cases.
Young drivers can
often get by with less coverage
than many
others on the road, since those in their early 20s usually don't have fancy cars, pricey
assets or large families to protect.
Renters who don't have insurance
often have no
assets other than a small retirement fund (if that) to fix a problem they created through their negligence.
Alimony is financial support paid by one spouse to the
other,
often when one spouse has significantly less
assets than the
other.