Even though layoffs are hard on individuals, investors should keep the bigger picture in mind when assessing the long-term performance of their portfolios. History shows that these periods can often set the stage for future business cycles. So while job losses may seem dire in isolation, they might ultimately lead to new opportunities and growth.
How the Outlook for Bonds Differs in 2023? Last year's bond bear market was a shock to markets and prompted inquiries on the significance of fixed income products in portfolios.
Despite these historic shifts in the economy and markets over the past year, the principles of long-term investing haven't changed. Staying disciplined, diversified and focused on longer time horizons is more important than ever. For some, it may feel as if markets can't catch a break, but this is how it felt in March of 2020 before the rapid recovery, in 2008 before a decade-long expansion, and during countless other times across history. Keeping one's footing as markets rock back and forth is still the best way to achieve financial goals.
The year 2022 was a big one for the financial markets and a tough one for investors. With inflation rising at the fastest rate in over 40 years, stocks and bonds fell into bear markets and lost some significant gains made during the pandemic recovery. As we get closer to the end of the year, the Fed is raising interest rates quickly, the war in Ukraine is still going on, and many economies worldwide may already be in a recession. What could investors be thankful for in this kind of environment?
All investors are aware that markets go through cycles, and this is especially true for technology stocks. These stocks are influenced not only by the overall business cycle but also by waves of hype and exuberance.
Economic uncertainty continues to affect financial markets, as it rightfully should, since, in the long run, stock prices follow trends in economic growth. Investors are wondering how high-interest rates might rise, whether there will be a deep recession...
Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This article will help your clients and prospects understand the basics of asset allocation, and how their portfolio balances risk and potential returns.
This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.
Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.