After finishing 2020 and 2021 with robust gains, the S&P 500 index is down -13.2% this year, through last week. Adding to the pain, the Bloomberg U.S. Aggregate Bond Index is down -8.6% for the same period.
That’s the bad news. The good news is that down markets provide investors with opportunities that may over time enhance returns, reduce risk and provide tax advantages.
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Volatility may not be fun, but it is normal. The market regularly experiences declines. Despite those declines, the market has consistently rewarded those who can patiently see through the short-term volatility, much like the famed investor Charlie Munger and his long attention span. In volatile times such as these, we favor a back-to-basics approach.
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We will be updating this page with additional Russia and Ukraine Conflict Resources as they become available. Please feel free to contact us with any questions.
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The stock market during an election year (especially this year!) can be volatile, but you can be prepared. On Thursday, October 15th, CWT hosted a webinar with John Leonard, CIMA, an Executive Director with JP Morgan. Get all the details on proposed policies of both Trump and Biden administrations and how the stock market might react.
Check out the replay below!
To get invitations for future webinars like this, contact us today.
On Thursday, September 17th, California Wealth Transitions hosted a joint Zoom Webinar with Tim Miller, CFP®, CIMA®, who is a Market Leader with BlackRock.
Too often, investors make emotional decisions with their money, especially in election years. We’re going to be diving deep into historical stock market returns under various leadership and political parties throughout the history of the U.S. We’ll take a look at facts and data to help you make the best decisions with your money this year.
Check out the replay below!
To get invitations for future webinars like this, contact us today.
