Q4-2020 Quarterly Context Webinar

Q4-2020 Quarterly Context Webinar

4 months ago 0 121

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

7 months ago 0 469

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

10 months ago 0 569

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…

Q2-2019 Quarterly Context Webinar

1 year ago 0 757

Where are we in the business cycle? The stock market continues upward, but the bond market shows nervousness. Are stocks fairly valued or leaning over-valued? What positive returns are required when different levels of negative returns occur? Is that a quilt or the shapes of the stock market by size and number? 401k plan design trends and fiduciary priorities, via recent surveys. That and more in the Q219 Quarterly Context…

Q4-2018 Quarterly Context Webinar

2 years ago 0 482

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…

Q3-2018 Quarterly Context Webinar

2 years ago 0 333

What you should learn from the GFC (Global Financial Crisis) after 10 years. The economy is growing but with wobbles. How is the current market like the last major market rise? Patterns of how long the market rises and how much, vs. declines, can help you be a disciplined investor. Your focus should be different during accumulation vs. spending years. Market volatility creates tax savings opportunities, short and long-term. Learn…

Q2-2018 Quarterly Context Webinar

2 years ago 0 406

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…