Q4-2018 Quarterly Context Webinar

Q4-2018 Quarterly Context Webinar

3 months ago 0 167

Why is the stock market cooling? Why and how many investors fail to do what disciplined/experienced investors do. People are still feeling confident about the future, but less so. Is your debt shrinking as a % of your income like the average person? How many times did the market drop 10% or more in the last 10 years? How common are market drops of -5%, -10%, -15% and -20%? Stock…

Now is a good time to learn the lessons from the Global Financial Crisis

6 months ago 0 126

As we hit the 10-year anniversary, there are lessons to learn from the economic challenges and 2nd worst market in history, and subsequent recovery, that began a decade ago. 10 years is long enough that some people don’t even remember this major financial event, while others feel like they are still recovering, given that the economy’s recovery has been gradual, even though the market’s recovery has been strong… maybe a…

Interest rates are shifting and will impact you… maybe more than any other economic indicator.

9 months ago 0 332

The Federal Reserve Bank’s Open Market Committee adjusts rates, down to stimulate the economy when needed, and up control inflation and prevent the economy from overheating during times of growth. In the first several years after the Great Recession, people thought little about rates. The Fed’s target rate fell to 0% late in 2008 and stayed at 0% for 7 years. Such extended periods of low rates is highly uncommon,…

Q2-2018 Quarterly Context Webinar

10 months ago 0 216

How new behavioral research can relate to financial behavior (e.g. bad soccer goalie decisions – a nod to recent world cup!, teams fire coaches too fast, the “IKEA effect” and how you place higher value on things you make yourself), how unconscious perception biases about aging cause people to under- or over-save, wages are up… but barely vs. inflation, interest rates are on the way up and imply certain risk…

Q2-2018 Market Review

10 months ago 0 209

Summer months are typically a quiet time for the markets. Recent events, however, may disrupt this tradition. Threats of escalating trade wars have cast a pall over equities, and numerous geopolitical uncertainties continue to push investors toward a more cautious stance. A desynchronization in global growth as well as a divergence in central banks’ monetary policies have contributed to U.S. dollar strength and wreaked havoc on emerging markets. Currencies of emerging…

Q1-2018 Quarterly Context Webinar

1 year ago 0 113

Market volatility returns, markets often have long rises and “flat” spots, a periodic table of returns using sectors, discipline is key: missing out on the best 30 market days over the last 50 years would have led to a 40% lower return, research indicates a big gap between savings goals and actually savings patterns, higher savings might lengthen your life, and more.  

Q4-2017 Quarterly Context Webinar

1 year ago 0 318

What happened before markets started cooling in February? The bitcoin bubble… looks just like other bubbles. A new periodic table of returns design. Projected 10-year returns and risk. A visual of 229 years of returns, in return buckets. That and more in the Q417 Quarterly Context video.

Q4-2017/Year End Market Review

1 year ago 0 268

2017: A Year of Records Macroeconomic Environment Another record low in volatility, more record highs in global stock markets, mixed records in global temperatures, a record number of natural disasters in the U.S., and many records associated with President Trump. The VIX Index, a widely used measure of expected stock market volatility, fell more than 20% in 2017, reaching an all-time low in November. Stock markets hit a number of…