Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way
Article

Don't Judge Diversification on Feelings

Stocks Lose Money for the 26th Time

Focusing on what happened in 2022, this Student of the Market shows an overview of last year’s performance compared to similar years in the market’s history.  This may be a window into the possibilities for 2023 and the future of Federal Reserve rate hikes. Also a look at the numbers showing that even though portfolio diversification works, it doesn’t always feel good.

January 29, 2023
Stocks Lose Money for the 26th Time
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

  • Guide to Tax Consultants

    A Shopper's Guide to Tax Consultants

    April 6, 2021
    If your finances have become more complicated, hiring a professional tax preparer might be less stressful and less costly than risking possible errors by wading through the forms on your own. This article contains some ideas to consider.
    Read this Article
  • Implement a Family Debt Ceiling

    September 17, 2024
    Adopting a personal debt ceiling can be a transformative step for families, helping your whole family to stay focused on their long-term financial objectives. In the process, there are several benefits along the way, such as promoting financial discipline, reducing stress and avoiding excessive debt.
    Read this Article
  • Afraid of a Market Correction? Get a Plan

    Afraid of a Market Correction? Get a Plan

    February 8, 2022
    A Market correction is on many people’s minds, especially in times of global uncertainty. It may be best to stick to your plan. Of course, if you’re worried that the plan you have in place is not the best, that’s a different conversation. And be careful about what you read and hear. It’s good to have information, but what you see in the media isn’t necessarily tailored to your specific needs. Here are a few steps to consider.
    Read this Article
  • Largest Inflation Increase Since December 1981

    Largest Inflation Increase Since December 1981

    June 14, 2022
    Your long-term retirement strategies must account for inflation, which decreases the purchasing power of your money in the future. With inflation appearing to go up every single month in 2021 and 2022, it’s important to consider the historical averages and record highs to create a good plan. There are ways that you can prepare for a decrease in the purchasing power of your dollar over time.
    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