Article

Peak Inflation and Performance

Oct SOM

This month’s market overview takes a closer look at cash options and bond performance. Find out where there’s good news in performance since the low in interest rates. And check out the stats coming in that have been tracking stock volatility this year along with a glimpse of what the 4th quarter may hold.

October 26, 2023
Oct SOM
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

  • Historic Bear Market in Bonds

    Historic Bear Market in Bonds

    October 24, 2022
    As market volatility continues and the mid-term election draws rapidly near, this month’s Student of the Market gives insight into the relationship between midterm election years and market performance. You might be surprised to see the breakdown of U.S. stock sector performance for the last five Presidents. Also stats on performance following peaks in inflation and performance 12 months after bad starts for bonds/stocks, may bring some relief.
    Read this Article
  • Securing Your Future with Life Cycle Planning

    February 18, 2025
    Each stage of life has different needs and financial goals. But one thing that is common in all life phases is the need for solid planning in order to be successful. Find out more about the four life stages and portfolio strategies to address common concerns in each stage.
    Read this Article
  • AUG Student of the Market

    So Goes July, So Goes the Rest of the Year?

    August 23, 2022
    With a good Market showing in July, what are the historical trends for the 6 months following? Now throw in mid-term elections and this month’s overview of market performance gets very interesting. Also included are past trends for stock performance during recessions and a quick look at a couple of inverted yield curves.
    Read this Article
  • 5 Battle-Tested Investing Tips & Wisdom

    July 1, 2025
    Soon we will celebrate our nation’s independence. It’s a good time to reflect on financial freedom and wisdom to help guide a lifetime of investing. Consider these tips on what not to do with your hard-earned money! These principles help guide long-term victory.
    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