Investing doesn’t have to be a harrowing, white-knuckle experience. A few simple reminders and the help of an investment professional can give you the confidence to ride out the rough patches.
One of the concerns arising from tariff talks is the possibility of stagflation, or the combination of rising inflation and an economic contraction. But should investors act on this concern with their investments?
US small value stocks underperformed large growth stocks by about 4.5% per year over the past five years. Some investors have asked what went wrong with small value to garner such underperformance. Looking at returns over this period compared to the long term, we see the story is more about what went anomalously right for large growth.
Perspectives on markets and economic conditions in Q4.
The anticipation building up to elections often raises questions about how financial markets will respond. However, the outcome of an election is only one of many inputs to the market. This interactive exhibit from Dimensional examines market and economic data for nearly 100 years of US presidential terms. It shows a consistent upward march for US equities regardless of the administration. This is an important lesson on the benefits of a long-term investment approach.
The last quarter of 2024 is here. Clayton Johnson from Squire Wealth Advisors and Brian Haywood from Buckingham share some insights on the market!