Every 4 years this question surfaces and investors try to predict which candidate will be better for the economy and stock market. While 2016 may seem like a distant memory, many investors were concerned at the time that a…
Stock market slides over a few days or months may lead investors to anticipate a down year. But a broad US market index had positive returns in 15 of the past 20 calendar years, despite some notable dips in many…
We know how important it is to save for retirement, but at the same time, focus on enjoying life now. In this episode, we walk you through how to set up a framework for your investment strategy. You’ll learn…
No one can argue that the stock market has been tumultuous lately. During times of market uncertainty, investors seem to become even more certain about their predictions of the next stock market moves. As people make these predictions, over…
We are living through extraordinary times. The current health care and economic crisis has created a level of uncertainty that could cause even the most confident capitalists to question: Is this time different? Can we recover from this? These were…
A few weeks ago, we had the opportunity to host a client webinar focused on the recent market volatility and what it means for your investment journey. We were pleased to welcome Dr. Apollo Lupescu to offer his expert perspective…
Why is the stock market doing so well when the economy is not? With headlines about skyrocketing unemployment and an impending recession, how has the stock market rebounded so quickly? Despite the historic drops in March, the S&P 500…
Dimensional Founder David Booth discusses the lessons from 2019 that investors can apply to 2020. I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at…
See below for a brief summary of recent global stock and bond returns. Please contact your Financial Symmetry team if you have any specific questions regarding your portfolio. Quarterly Market Summary Index Returns Past performance is not a guarantee of…
“This time is different.” As the saying goes, these are the four most dangerous words for an investor. And yet every time is different. I have spent the past 35 years giving financial advice and this is now the fifth…
