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Using Drawdowns to Your Advantage

Using Drawdowns to Your Advantage

The table above illustrates the impact bear markets can have on forward returns when investors stay disciplined with the money already invested and continue contributions throughout the downturn. As noted, the S&P 500 historically sees greater forward returns as...

Market and Portfolio Review

Preparing for the Recovery After another week of turmoil, the S&P 500 recorded its SEVENTH WEEKLY DECLINE IN A ROW, while the DOW JONES declined for the EIGHTH STRAIGHT WEEK. While this event marks the first eight-week losing streak since 1923, it also offers...

Market & Portfolio Review

What is The GAME PLAN? In this week’s stock market update, we are going to review the formal game plan going forward as we navigate the current market panic. In focus will be the ongoing selloff in growth stocks, why it is happening, and whether now is a time to...

Market & Portfolio Review

Navigating Market Drawdowns In this week’s weekly update, we will be discussing how a financial plan can help you navigate through tumultuous times in the market. We will review the importance of having a plan in place, how a plan could have helped navigate both...

Market & Portfolio Review

Defeating Kryptonite In this week’s stock market review, we will review what we think is needed to see this market decline reach its nadir and begin the process of recovery. As part of our review, we will study prior bear markets to understand what factors are...