Discover why recession announcements should not cause panic among investors. Historical data reveals positive average US equity returns post-recession, emphasizing the importance of a disciplined long-term investment strategy.
Here's our 10-minute take on what happened in the markets in the first quarter of 2023, and how a long-term plan can help you regardless of what happens next.
This recent short stint of growth outperformance may be prompting investors to question “Is the latest value run over?” Disappointing periods are sure to emerge from time to time, but the principle that lower relative prices lead to higher expected returns remains the same.
When the unexpected happens, many investors feel like they should be doing something with their portfolios. Often, headlines and pundits stoke these sentiments with predictions of more doom and gloom. For the longterm investor, however, planning for what can happen is far more powerful than trying to predict what will happen.
March 2023 has been a significant month for banks in the US and globally. On March 10th, Silicon Valley Bank (SIVB) succumbed to a phenomenon called a “bank run” resulting in the largest failure of a US bank since the 2008 global financial crisis.
With the announcement of the 2nd and 3rd largest bank failures in US history this weekend, it has felt a bit like Oscar-winning “Everything Everywhere All at Once.” Let us cover a few points that will hopefully help you see that this is not the 2008 crisis all over again and calm any concerns you have about the markets or your money.