You are here:
Markets react to coronavirus: how to weather the challenges ahead

Blog

Markets react to coronavirus: how to weather the challenges ahead

By in Investor Behavior
4 years ago
4 years ago 0 901

It’s been a difficult week and a half for investors, as the uncertain trajectory of COVID-19 upset people’s sense of well-being, public health systems and the financial markets. Coronavirus and its economic fallout, coupled with the Saudi/Russia oil tension, have created a unique mix of anxiety that makes markets particularly volatile. No one can predict what will happen over the short term, but we have confidence, based on past experience,…

How we’re thinking about coronavirus

By in Financial Tips, Investor Behavior
4 years ago
4 years ago 0 1136

The public’s concern about coronavirus (COVID-19) is increasing. As is often the case, concerns are frequently magnified by what’s called “negativity bias,” an evolutionary mechanism in the brain to minimize risk. More often than not, people over-react to potential risks. But sometimes the reaction is warranted. Regarding coronavirus, it is too soon to tell how justified these worries are, and the appropriate level of concern at any point in time…

Longevity’s ripple effect: Why Gen X cannot count on inheritances for their retirement

By in Financial Tips, General Education, Investor Behavior
4 years ago
4 years ago 0 598

As if Gen X (now age 40 – 55) didn’t have enough to think about in midlife, they also need to be careful about including any expected inheritance in their retirement planning.  While there is much talk about a great transfer of wealth in America in the coming 25 years, with estimates anywhere from $30 – $65 Trillion, this estimate and its timing is by no means a sure thing….

Q4-2019 Quarterly Context Webinar

By in General Education, Investor Behavior, Quarterly Thoughts
4 years ago
4 years ago 0 842

  What should you be training your brain to do now, given the longest bull-market ever? What are people doing with their better physical state later in life? Where are we in the business cycle now? What is the “Fed pivot” and how are market returns projections changing for the next 10 years? What does “growth recession” mean and is that the new normal? Where does the 2019 market return…

Q3-2019 Quarterly Context Webinar

By in Investor Behavior, News, Quarterly Thoughts
4 years ago
4 years ago 0 1248

How many generations does it typically take to wipe out family wealth, and what can you do about it? What is the impact of emotional investing on the average investor’s returns? How would the economies of all US 50 states rank if they were countries? How should Fiduciaries evaluate target date funds? Is a CEO economic confidence index up or down? How many months after an inverted yield curve does…

Make yourself and future generations of retirement savers into “super savers”

By in Financial Tips, Investor Behavior
4 years ago
4 years ago 0 1077

April was Financial Literacy Month, which led to a flurry of articles about the retirement crisis in the U.S. One piece noted that the “average” retirement savings amount, paltry though it is, is often an overstated figure because it is the average (i.e. mean) rather than the mid-point (i.e. median) and therefore overstates the “average” savings level. It indicated that although the “average American” has about $200,000 in retirement savings, the median…

When boring is good

By in Financial Tips, General Education, Investor Behavior
5 years ago
5 years ago 0 576

When the stock markets have long periods of positive returns, as they have had for most of the past decade, it can be easy to forget how a bear market feels to an investor.  The last quarter of 2018 provided a vivid reminder. Large market swings and precipitous drops can unnerve even the most experienced investors, despite knowing that these swings are to be expected and are part of the…

Lessons from a flat tire – how to handle stock market volatility

By in Financial Tips, Investor Behavior, News
5 years ago
5 years ago 0 1201

Is recent market volatility making you nervous? Perspective could help you stay calm and on track. Your financial journey is a lot like a car trip. On your route from point A to point B, while driving wisely, it is normal to experience stoplights, curvy roads, bad weather, or other elements that slow you down. A few times in your life, you might hit a pothole or nail that causes…