Q3 2023 Quarterly Context Video

Q3 2023 Quarterly Context Video

1 month ago 69

Fed rate hikes were expected but now paused, markets have been bumpy, a bond boost is on the horizon when rates drop. Some say the chance of a recession is going down, and too many people still use low-rate cash vehicles. That and more, plus our regular smart retirement planning advise in this quarter’s Quarterly Context webinar.  

Q1 2023 Quarterly Context Video

7 months ago 213

Inflation is coming down, but stubbornly. Economists see the chance of some level of recession increasing, could that be a good thing? Low unemployment and low consumer confidence don’t usually happen at the same time, but inflation dynamics partly explain why. Cash and crypto showed unusual risks at different ends of the risk spectrum, who’s to blame? That and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed…

Q4 2022 Quarterly Context Video

10 months ago 267

The 4th quarter of 2022 was a difficult year for stocks and bonds, but there are several silver linings. What might be next for rates and inflation? What do economists say about whether there will be a recession or not? What are updated expected 10-year returns for stocks and bonds? (hint: there’s good news). How is the crypto currency crash similar to the Dutch tulip craze of the 1600’s, and…

Recessions and your financial plan

1 year ago 247

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 year ago 322

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

2 years ago 458

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

2 years ago 276

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

2 years ago 0 588

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…