Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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

  • Senior woman alone on a bench

    12 Reasons You Could Go Broke in Retirement

    August 26, 2020
    Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the fear of running out of money. According to the Transamerica Center for Retirement Studies, the most frequently reported retirement worry is outliving savings and investments. Across all ages, 51% of respondents cited this concern, and 41% of retirees claim the same fear. Additionally, only 46% of retirees think they've built a nest egg large enough to last through retirement.
    Read this Article
  • 12 Estate Planning Must-Dos

    12 Estate Planning Must Dos

    September 20, 2023
    With all the considerations involved with estate planning, you may feel that the documents you executed years ago are more than enough. Yet circumstances change and life moves much quicker than we all expect. It’s important to have your estate documents reviewed by an estate attorney every 10 years or so. Here are 12 points that you should cover in your review.
    Read this Article
  • Dynamics of a Rolling Recession

    Dynamics of a Rolling Recession

    September 13, 2023
    Essentially, a rolling recession is a localized downturn that hits specific areas of an economy while others remain robust. They can be challenging for investors, as well as offer opportunities. Here are tips on how to understand a rolling recession, or sometimes called a rolling bear market, and navigate the economic environment with financial resilience.
    Read this Article

  • Utilizing New Technology for Our Seniors

    November 12, 2024
    New tech brings convenience, increased autonomy and investment opportunities across all age groups, and seniors are no exception. From simple gadgets to comprehensive health platforms, seniors now have access to tools that were unimaginable just a decade ago, as well as presenting opportunities for healthcare investors.
    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.
    No, stay on StrongValley.comContinue to link
    phone-handset