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

  • Podcast Highlight - Client Questions: Timing the Market

    November 30, 2023
    The Strong Valley Team and their special guest answer a client question about what perfect market timing looks like and how the media plays into it. Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable.
    Read this Article
  • IRS Makes Contribution Limit Changes for 2022

    IRS Makes Contribution Limit Changes for 2022

    April 5, 2022
    Contribution limits to your 401(k) plan have increased for 2022. Typical of IRS, there are lots of rules, deadlines and limits that may have changed. This article gives you an overview of how IRS may affect your particular financial plan. Now’s a great time to talk with your financial planner about the best financial plan for you.
    Read this Article
  • The Importance of Open Enrollment this Year

    The Importance of Open Enrollment this Year

    August 16, 2022
    Given the rising costs of healthcare and the impact of the pandemic on businesses, many experts are expecting benefits to go up. Whether you are in government employment or not, now is the perfect time to evaluate your own unique needs and find options that might save you money. Here’s help for reviewing your benefit choices to maximize what your employer offers.
    Read this Article
  • A young high school graduate holding a diploma in her cap and gown,

    Helping Your High School Graduate Prepare for Adulthood

    May 1, 2026
    What should parents consider when guiding new graduates into adulthood? For instance, health and education privacy laws kick in once a child becomes an adult. A little up-front planning can help smooth out the road when facing unexpected bumps. Read the article for more insights!
    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