Why a market correction shouldn’t make you worry

Why a market correction shouldn’t make you worry

3 years ago 731

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

3 years ago 571

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…

Q1 2021 Quarterly Context Video

3 years ago 0 872

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

3 years ago 0 955

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

4 years ago 0 1181

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…

Q1-2020 Quarterly Context Webinar

4 years ago 0 1422

How did coronavirus affect the markets as a wet blanket? How does the coronavirus stock market compare to another virus period? What’s next? Big government rescue packages. What caused the 1-year numbers to be only mildly negative? Why was the broad bond market also negative in March? What should you focus on now? The virus “corner” and markets. How diversified portfolios have fared. Is the market still above average for…

Volatility, Optimism, and Q1 Market Details

4 years ago 0 866

There’s no question we’re all living in unsettled times. Global citizens and the world economy are under stress, and uncertainty is heightened in all aspects of our lives. People are worried about their health, and that of family, friends, neighbors. Some have temporarily or permanently lost jobs or taken a hit to their income. Leaders of many companies are forced to make difficult decisions. Social distancing is impacting the human…

Q4-2019 Quarterly Context Webinar

4 years ago 0 1031

  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…