Article

Historic Tandem Stock and Bond Returns

Historic Tandem Stock and Bond Returns

We’ve only seen 4 other time periods since 1926 with back-to-back calendar years of both stock returns above 16% and bond returns above 7%. This Student of the Market for July looks at those stats, along with the top 20 best starts to a year for stocks, long-term equity cycles, taxable bond fund flows and interesting inflation disconnects.

July 21, 2021
Historic Tandem Stock and Bond Returns
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • Money Market Assets at Historic Peak

    March 30, 2023
    This month’s Student of the Market looks at U.S. stock performance after peaks in Money Market fund assets and performance following peaks in inflation. The big question in many minds is “how long will this inflation last?” An answer might be found in these stats on prior inflation cycles. Plus a chart on a possible downside with risky income asset classes and more market insights.
    Read this Article
  • Charitable Ideas for What to Do With Your Money

    Charitable Ideas for What to Do With Your Money

    October 7, 2021
    Giving away some of your money is a great way to support the people and organizations you love. But there are smart ways to do it, minimizing your taxes and avoiding pitfalls along the way. This article is full of useful information. Learn from the great givers and let your advisor be your sounding board.
    Read this Article
  • Planning the Life Stages of Your Business

    Planning the Life Stages of Your Business

    May 11, 2023
    Do you know the important considerations and opportunities at the various life stages of your business? Of course every business owner committed to success starts with an idea, works hard to make it happen, and then believes in the potential for great things. Often overlooked in the excitement of business startup, success also needs a plan to manage your business for growth.
    Read this Article
  • Practical Tips to Starting a New Business

    Practical Tips to Starting a New Business

    May 2, 2023
    Building and sustaining a business is not a task for the faint of heart. Setbacks come, whether they’re from circumstances within or from downturns in the market that are completely out of your control. There are simple steps you can take to help you bounce back quickly from challenging situations.
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset