For clients of Kate Eiland, please CLICK HERE to see important details related to the Strong Valley transition.
Article

Bonds Rebound with Historic Rally

Bonds Rebound with Historic Rally

After losing money for the first time in history for 6 consecutive months, bonds make a historic rebound. Stats will show you the Top 10 best monthly returns for bonds since 1926 along with the bounce back made in 60/40 portfolios. This market overview also includes more data on the bond market and how to understand changes to interest rates and bond returns by looking at history.

January 2, 2024
Bonds Rebound with Historic Rally
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

  • 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
  • Market Performance in Mid-Term Election Years

    Market Performance in Mid-Term Election Years

    July 19, 2022
    History shows that mid-term election years have an effect on market performance. What does that look like during the kind of market volatility already encountered in 2022? This month’s Student of the Market takes a quick look at stats showing market performance across the election cycle. There is also a quick study of stats showing the trends for Bull and Bear Markets, and recession asset class performance.
    Read this Article
  • A couple reviewing information on a laptop

    Fall Tax Planning: A Practical Year-end Review

    October 16, 2026
    Could a fall tax check-in help reduce year-end surprises? As the year winds down, reviewing income, withholdings, and planning decisions can help create clarity before tax season. Learn how coordination now may support a more thoughtful conversation before December 31st.
    Read this Article
  • Large Cap Stock Outperformance

    Large Cap Stock Outperformance

    August 1, 2024
    Large cap stock performance is catching up with the last big technology advancement in the 1990’s, making the 3-year outperformance of large cap stocks over small cap stocks the largest since Dec 1999. A look at stock market performance concentration showing up internationally, and a comparison of Inflation to the Fed funds rate, and more.
    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