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BLOG & COMMENTARIES

Blog Posts

Timely insights from our team

Rough Start to the Year

Rough Start to the Year

The decline in the stock market this year has spooked some investors. Learn why we think it has declined and what we think will happen from here.

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What is Happening in the Stock Market?

What is Happening in the Stock Market?

It has been a strange year in the financial markets on many levels.  Despite the recent pullback, the S&P 500 is up 23.2 percent for the year.  But as we have seen in the last week, it hasn’t been a straight line up.

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Are We in a Stock Bubble?

Are We in a Stock Bubble?

What is driving the strong stock performance this year and can we expect it to continue? Are we in a bubble or is there more room to grow?

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Commentaries

Concise overviews on a variety of economic and market events that affect all investors

As a novice investor, it’s hard not to worry about sudden swings in the market tied to a roller coaster of current events. But in reality, there will always be major events, and when we look at their impact on returns we see that historically most events don’t have a long-term impact on market performance. The worst returns in the stock market happen during recessions and the worst returns in the bond market happen during unexpected higher inflation. Our Market History Report shows you a year-by-year view of the investment performance of stocks, bonds, and cash and corresponding major events since 1928.

 

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