Shortly after the turn of the century a doctor named Gordon Lithgow in the UK coined a new term. Seeking to distinguish between the years we are healthy and functional and our actual lifespan he began using the word “healthspan.”
Dr. Peter Attia defines longevity using two things. He says lifespan is how long we live and healthspan is how well we live. Within healthspan he states there are three dimensions. There is the cognitive dimension, the physical dimension or your ability to carry out activities of daily living, and the third is our emotional dimension, which he admits is harder to quantify.
The thought process surrounding our healthspan is important to contemplate because we obviously want our healthspan to correspond with our lifespan. If you’d like to learn more about this concept, check out Dr. Attia’s website. He has a practice focused on longevity. I’ve found his insights helpful. Click here to go to his website.
The S&P 500 is down nearly 13% this year while the technology heavy NASDAQ is down over 20% this year. Years like these typically attract investors to bonds, but with interest rates going up, bond values are down also. The S&P US Aggregate Bond Index is down 8.42% this year.
I happened to be on call awhile back with a financial advisor named David Moore. He created an index that adheres to rules that the S&P 500 index was designed to follow.
The S&P 500 was created in 1957. It was supposed to only have US stocks in the index and the companies were supposed to have positive earnings for the past four quarters. These things aren’t happening any longer. To further cause issues, larger companies have a larger weighting. So, if one of the large companies has a bad earnings report it may cause the whole market to experience volatility.
Moore’s index is comprised of only US companies, and twice per year companies are removed from the index that have not maintained positive earnings. The companies are also equally weighed.
With Moore’s index, each of the stocks are weighted equally. The result when it comes to stocks is less volatility because one company does not have an outsized influence. Year-to-date Moore’s index is up 1.13%. If you’d like to learn more about this, please let us know. You can reach me by calling 864.641.7955.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual’s situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program.
Shortly after the turn of the century a doctor named Gordon Lithgow in the UK coined a new term. Seeking to distinguish between the years we are healthy and functional and our actual lifespan he began using the word “healthspan.”
Dr. Peter Attia defines longevity using two things. He says lifespan is how long we live and healthspan is how well we live. Within healthspan he states there are three dimensions. There is the cognitive dimension, the physical dimension or your ability to carry out activities of daily living, and the third is our emotional dimension, which he admits is harder to quantify.
The thought process surrounding our healthspan is important to contemplate because we obviously want our healthspan to correspond with our lifespan. If you’d like to learn more about this concept, check out Dr. Attia’s website. He has a practice focused on longevity. I’ve found his insights helpful. Click here to go to his website.
The S&P 500 is down nearly 13% this year while the technology heavy NASDAQ is down over 20% this year. Years like these typically attract investors to bonds, but with interest rates going up, bond values are down also. The S&P US Aggregate Bond Index is down 8.42% this year.
I happened to be on call awhile back with a financial advisor named David Moore. He created an index that adheres to rules that the S&P 500 index was designed to follow.
The S&P 500 was created in 1957. It was supposed to only have US stocks in the index and the companies were supposed to have positive earnings for the past four quarters. These things aren’t happening any longer. To further cause issues, larger companies have a larger weighting. So, if one of the large companies has a bad earnings report it may cause the whole market to experience volatility.
Moore’s index is comprised of only US companies, and twice per year companies are removed from the index that have not maintained positive earnings. The companies are also equally weighed.
With Moore’s index, each of the stocks are weighted equally. The result when it comes to stocks is less volatility because one company does not have an outsized influence. Year-to-date Moore’s index is up 1.13%. If you’d like to learn more about this, please let us know. You can reach me by calling 864.641.7955.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual’s situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program.