Category

Market Volatility

Q2 2020 Market Rebound

Second Quarter 2020 Market Review

By | 2020, coronavirus, Covid-19, Dow Jones Industrial Average, Equity Markets, Global Markets, Investing Lessons, Investment Returns, Investor Panic, Market Corrections, Market Index, Market Volatility, Real Returns, Stock Markets | No Comments

If you are having a hard time making sense of what is going on in the economy and financial markets right now, you are not alone.  The past four months have taken investors on a dizzying rollercoaster ride, making it difficult to make heads or tails of economic data and financial market movements for investors and analysts alike.  While there…

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What Now?

What Now?

By | 2020, Bond Markets, coronavirus, Equity Markets, Financial Planning, Fixed Income Markets, Interest Rates, Investing Lessons, Investment Returns, Investor Panic, Market Corrections, Market Volatility, Patience, Retiree, Retirement, Retirement Income, Retirement Planning, Retirement Savings, Returns, Risk, Stock Markets, Tax | No Comments

2020 began with the promise of continued strong economic and financial performance and a hint of uncertainty surrounding the November Presidential election.  The nation’s unemployment rate was near sixty-year lows, and labor force participation rates were near sixty-year highs.  The longest bull market in U.S. history was still running, despite concerns by some investors and analysts that it was getting…

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The coronavirus has roiled equity markets in 2020.

Market Volatility and the Coronavirus

By | coronavirus, Equity Markets, Expected Return, Market Volatility, Risk, Stock Markets | No Comments

For many investors, the greatest impediment to financial success is their failure to control two powerful emotions:  fear and greed.  Fear and greed can distort investors’ perceptions of current economic conditions and financial markets, while diverting their attention from longer term financial goals.   Of the two emotions, fear is probably the more difficult to control for most investors and can…

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Active Fund Managers and Stock Pickers failed to beat their benchmarks again in 2018.

Stock Pickers Fared Poorly Again in 2018

By | 2018, Active Investing, Investing Lessons, Investment Returns, Market Index, Market Volatility, Passive Investing, Returns | No Comments

With equity markets experiencing levels of volatility not seen in recent years, 2018 was widely viewed as an opportunity for stock pickers and other active managers to outperform their passively managed and index fund counterparts.  The actual result was more of the same mediocre performance and a reinforcing belief that it is difficult to beat the market. According to The…

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How will investors face in 2019?

Looking Ahead to 2019

By | Bond Markets, Equity Markets, Fixed Income Markets, Investing Lessons, Investment Returns, Market Corrections, Market Volatility, News and Events, Patience, Real Returns, Returns, Speculation, Stock Markets | No Comments

After the worst year for equity markets in a decade, some investors may be asking themselves “what now?”  It is not unusual for investors to question their investment decisions and investment allocations after a year where very little seemed to go right for equity markets.  After a trying year in 2018, what does the new year hold for investors, and…

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2018: A Battle Between the Bear and Bull

2018: The Year in Review

By | 2018, Economic Growth, Equity Markets, Fixed Income Markets, Investment Returns, Market Corrections, Market Volatility, Returns | No Comments

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair…”…

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Mkt volatility

How to Handle Stock Market Volatility

By | Investing Lessons, Investment Returns, Market Corrections, Market Volatility, Returns, Risk, Stock Markets | No Comments

Barring an extraordinary Santa Claus rally in the last week of the year, 2018 stands to be a disappointing year for domestic and international equity markets alike.  Investors have enjoyed an uncharacteristically long bull market rally that has lasted almost a decade, so the recent downward market volatility we have experienced may seem very unsettling to many investors.  It is…

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