There are three dominant issues at play for the economy and financial markets, and they all circle around the theme of uncertainty. The first issue is the timing and pace of interest rate increases. The second issue is stock valuations and volatility. And the third dominant issue involves both inflation uncertainty and the possibility of recession. We have been discussing these topics for a while, but what is changing is the order of prioritization and the degree to which they are contributing to investor uncertainty and market volatility.
Even though we are heading into the spring, it seems as if the market bulls are hibernating as the market bears awaken. No matter how much preparation and planning investors do to diversify portfolios, establish proper asset allocation and focus on long-term goals, it can seem like that is never enough when facing market volatility.
This Article was first published on RetirementInvestor.io. If we truly want to discuss the “market”, we need to define it, and one way to measure the performance of a particular market is by looking at an index.
There are fears that rates will rise even further and so fast that the economy will slow dramatically at time when it still is somewhat on edge. So, what do you do in times like this? Remember to grab a telescope, instead of a microscope.
Happy New Year. What a year we had in 2021. Between the headlines with GameStop, Tesla, Bitcoin, oil prices, interest rates, inflation, Delta, Omicron, boosters, supply chains, PCRs, MRNA, ESG, and other various letters in the Greek alphabet, it was hard at times to think about the long-term. However, that’s what we do and what we want to emphasize - the long-term benefits of investment planning and strategies – while also giving some context to the current headlines dominating the news.
We all know the years 2020 and 2021 have been a period for the record books. May you live in interesting times, as the saying goes.
As investors, it’s easy to lose sight of the path forward when uncertainty blocks our view. The market’s myriad financial twists and turns can leave you feeling anxious up close, like being lost in a maze, but can be much easier to navigate from a 360-degree view. Here’s a look at what happened from a few perspectives.
Sure, there may be some people who want to bet on it, but unfortunately, that’s exactly what it is – a pure bet.
Q2 2021 Investment Perspectives July 15, 2021 The summary below has been created by a professional transcription vendor upon review of the recorded presentation. Please excuse any typos as well as
Q1 2021 Investment Perspectives April 15, 2021 The summary below has been created by a professional transcription vendor upon review of the recorded presentation. Please excuse any typos as well as