How do you know if you have enough in the face of all the uncertainty life and the markets bring about? Here, we delve into our process.
Q3 was choppy for stocks while bonds added to their strong year-to-date gains.
We expect markets will remain volatile. The better you can plan your financial life, the better you can deal with the ups and downs of the financial markets.
Schwab and other brokers recently reduced commission costs to zero for online trades. Does this mean that brokerage services are really free?
August was a volatile month with stocks dipping over 6% from their highs. Bond yields fell sharply as the 30-Year Treasury yield fell below 2% for the first time on record. Taken on the whole, the markets have a dour outlook on the economy.
Escalating trade tensions triggered a sharp pullback in August, giving up July’s gains. Global stocks were up 16.6% YTD as of July 31, and now show 12.1% gains through August 6. Now is the time to re-evaluate your tolerance for ups and downs in the market. Get a plan, keep it simple, and stay invested. Those who can stick with a long-term plan will continue to be rewarded.
Almost no one predicted the surprisingly strong 2019 year-to-date returns for stocks and bonds. The stock market is currently indifferent about a trade war or recession, while declining long-term bond yields indicate the bond market takes a different view. Most things investors worry about are not really important. What is important are the four “deep risks.”