Article

Investing Can Feel Turbulent

Investing Can Feel Turbulent

After a big July for stocks, August was a bit disappointing at -4.1% even though historically the average return after “best months” is 1.1%. This month’s Student of the Market looks at those type of U.S. Stock Market ups and downs from a historical point of view, offering some relief to turbulent feelings by looking at the big picture.

September 20, 2022
Investing Can Feel Turbulent
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

  • Shelter From the Storm: What is Umbrella Coverage and How Much is Enough?

    June 3, 2025
    Life can present surprise storms when you least expect them. Is homeowner’s and auto insurance enough to weather a bad storm, or is there something more? This article covers the purpose of umbrella coverage and how it can protect a household in a financial downpour.
    Read this Article
  • Christmas Shopping Lessons for Investors

    December 7, 2021
    There’s a generational cycle that is both fascinating and important to understand as an investor. Find out why it’s important to ask yourself, “Is that investment an innovation or an improvement on an existing product?” It could explain why today’s business environment seems flush with billionaires younger than 30. It’s also helpful when you’re deciding to invest in the right new product – Facebook and not MySpace for instance.
    Read this Article
  • What's Driving the Market

    Podcast Highlight - Answering Client Questions: What’s up with the Recession?

    March 13, 2023
    There’s been a moving definition over the last year and a half about what a Recession is and whether we’re in one. The team talks about what most analysts they respect are saying and some suggestions on how you can prepare for heading into a recession in 2023, in ways similar to how the East coast prepares for a hurricane.
    Read this Article
  • Individual vs. Joint Trust: Which Do You Need?

    Individual vs. Joint Trust: Which Do You Need?

    December 17, 2024
    Make sure your estate plan reflects your wishes and provides you with protection! Did you know there is more than one kind of trust? There are joint and individual trusts covering a variety of unique circumstances. Do you know which is right for you? This article can help point you in the right direction.
    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