Recessions and your financial plan

Recessions and your financial plan

1 day ago 6

The threat of a recession continues to be one of the most pressing concerns for investors. Inflation has proved hard to restrain, and the Federal Reserve continues to raise interest rates. Disagreement on recession likelihood Whether the U.S. will fall into a recession is still uncertain, and a subject of debate amongst experts. According to a recent UCLA Anderson Forecast, the U.S. is not currently in a recession, and the chance…

Q3 2022 Quarterly Context Webinar

1 month ago 72

Inflation is still hot but with signs of improvement, Ukraine is still at war and affecting energy and food prices, talk of a recession is heating up, both stock and bond markets continue to test investor discipline, is it better for the Fed to pull the Band-Aid off quickly or slowly? How long do bear markets typically last? That and more in the 2022 3rd quarter Quarterly Context Webinar!

Why a market correction shouldn’t make you worry

1 year ago 310

When stock market performance outpaces expectations for an extended period, as it has recently, the anticipation of a market correction (a drop of 10% of more) can worry investors.  But, should you be concerned?  After all, significant drops in the stock markets are fairly common, as are rebounds and new highs.  While market fundamentals play a large role in these fluctuations, so does investor sentiment. This makes it impossible to…

Q2 2021 Quarterly Context Video

1 year ago 122

What are investor expectations about market returns are moving forward, and why they are unreasonably high relative to the expectations of financial professionals. What a recent study shows about financial lessons learned from the pandemic. How is the fed changing its stimulation plans. Inflation jumped, and is causing debate. Three times the level of volatility risk is projected to be required for the same level of return vs. 20 years…

Q121 Quarterly Context Video

1 year ago 0 399

Vaccines picked up speed but are hitting some bumps, spring fever and more spending is in the air, all of that and big stimulus is causing markets to continue to defy the pandemic, but diversification still matters. See a dynamic video showing how the top-10 stocks in the S&P 500 has changed over last 20 years (hint.. a lot!). Learn how interest rate increases can hurt bond returns. See a…

Q4-2020 Quarterly Context Webinar

1 year ago 0 523

Expected impact of a new administration in the Oval Office, Wall St. vs. Main St., stimulation-supported market returns defying the pandemic, almost surely unrepeatable 13.9% 10-year annualized US stock market return, what the yield curve is saying, COVID case patterns, investor actual returns vs. the markets (hint: emotional investing hurts), what % of stocks were negative in last 5 years (hint: a lot!), updated projected 10-year returns, and more. …Watch…

Q3-2020 Quarterly Context Webinar

2 years ago 0 798

Interesting contradictions between the economy and markets, Wall St. and Main St. remain… Wobbly economy but stocks, and gold and COVID-19 cases keep going up, while stimulation is high from rates remaining addictively rock-bottom low. How long is the recession expected to last? What impact will elections have on markets, and what has the historical impact been? The GDP annualization whip-saw. FAAANM (big tech) stocks’ increasing influence on markets and…

Q2-2020 Quarterly Context Webinar

2 years ago 0 1048

Where is the space between what matters and what you can control? How much did the market bounce back after the tough first coronavirus quarter? How is the disconnect between the weak economy and the market rebounding? What is the danger of over-confidence? Spending is down, savings are up. Will the coronavirus economy look more like the great depression or that of the Spanish Flu? Why do GDP numbers look…