Article

Historic Bear Market in Bonds

Historic Bear Market in Bonds

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.

October 24, 2022
Historic Bear Market in Bonds
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

  • A young family in a pumpkin patch

    October is the Time to Start Tax Planning

    October 20, 2025
    Learn the importance of starting tax planning in October, while there’s still time to make financial changes before January. Several strategies mentioned can have an impact on taxes, come April. Dive in to learn more about optimizing your taxes with early preparation.
    Read this Article
  • Summer Reminds Us to Be Flexible

    Summer Reminds Us to Be Flexible

    July 16, 2023
    No one knows what tomorrow will bring. Your financial plan must be adaptable too. You don’t just set it and forget it. So how does someone grasp a fast-changing world to formulate a job or career strategy, and an investment strategy to accumulate capital needed to fund their secure future?
    Read this Article
  • Business Owner’s Plan for Succession

    Business Owner's Plan for Succession

    September 15, 2023
    With all of the time and effort you’ve invested into your business, you owe it to yourself to ensure that your business will continue to flourish through developing a business succession plan. When you’re ready to retire or in the unforeseen event such as death or disability, you can help make certain of a smooth transition by considering these key aspects of succession planning.
    Read this Article
  • Restore Your Confidence in Retirement

    Help Restore Your Confidence in Retirement

    June 28, 2022
    Some use the term "nest egg" when talking about a retirement plan but the obvious metaphor of an egg reminds us of the fragility of planning for an uncertain future. An annuity might help with retirement confidence. It’s an actuarial-designed product with distribution amounts, in large part, calculated based on your age and life expectancy. The older you are, the more you get paid. Here are some examples of how annuities work.
    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