Posts Tagged ‘volatility’
Market Update – August 5th, 2024
After fielding some questions from clients over the past few days, I wanted to provide a quick update on what’s going on in the markets. What’s Happening In The Markets and Why Are They So Volatile? Today the markets continued last week’s selloff, on the heels of weaker-than-expected employment numbers Friday, and an over 12% loss in the…
Read MoreGreen Shoots Amid the Economic Rubble
My apologies for the delay in getting this 3rd quarter review out. I was busy combing through the financial rubble that is the global economy for some glimmer of hope, and it turns out there are some sprouts beginning to grow. But first, the storm. For the 3rd quarter, US markets were off 4.46%, with…
Read MoreKevin Bacon and Sidelined Cash – 2Q2022
As 80s heartthrob, loose-footed, and distant-relative-to-all Kevin Bacon asked in the classic 1978 comedy Animal House (based on Harold Ramis’ experience at my alma mater WashU), “Thank you, sir, may I have another?” After a difficult 1st quarter, the US markets delivered another blow to investor portfolios, ending the first half of the year down…
Read More2Q2020 Newsletter – Why Are Markets So High?
The markets will continue to be choppy in the coming months, due to the Coronavirus and upcoming elections. Don’t let that derail your long-term investment goals.
Read More1Q2020 Newsletter – Where Do We Go From Here?
Investors purchasing stocks/stock funds at these levels should expect a higher return over a long-term investment horizon than those who purchased in January, after 10 years of compounding double-digit growth. Likewise if the market continues to fall, that increases the investors’ expected returns.
Read MoreVolatility 2.0
An investor’s inclination to sell or buy is strongly inversely correlated to the proper time to do so. If your investment objectives and time horizon have not changed (other than being one day older), studies have consistently shown that your best course of action, difficult as it may be, is to remain invested.
Read MoreA Note On Market Volatility
Surprise! Stock markets can be volatile. Ask your fee-only financial advisor to help you remain disciplined.
Read MoreA Valentine’s Day Gift
December’s market selloff- or rather, January’s recovery, provided investors with a tremendous gift. We now have the rare opportunity to reassess our portfolio and perhaps more importantly, our behavior and tolerance for risk, without the usual triggers for such evaluation; namely significant loss of capital. As many studies have shown, the vast majority of investors…
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