For clients of Erick Conway, please see CLICK HERE to see important details related to the Strong Valley transition.
Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way
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

  • U.S. Stocks Ended the Year Well

    U.S. Stocks Ended the Year Well

    January 29, 2024
    This market overview shows the recent recovery in stocks. U.S. stocks average a 10% return, but they very rarely return their average in a calendar year as they did in 2023. Also take a look at the bond market average for 2023, along with data on money market, bond assets, and cash yields. Included is an interesting look at the historic market performance in election years.
    Read this Article
  • Time to Shop Your Cash plus GDP Surprises

    Time to Shop Your Cash plus GDP Surprises

    July 31, 2023
    In this review of July, Strong Valley team members Jason and Kyle talk about how important it is to shop your cash now that the rates make it worthwhile. They also discuss several surprises in the GDP and Housing Market, along with forecasts for rate hikes and the long predicted recession.
    Read this Article
  • Life Insurance Planning

    A Quick Look at Life Insurance Needs

    July 7, 2021
    Have you ever wondered how much life insurance is enough? How can you design a plan for you and your family’s future financial needs? This article introduces a simple way to relate life insurance needs to your personal financial goals.
    Read this Article
  • Brian Wesbury from First Trust

    Video: The Coronavirus Contraction

    April 4, 2020
    The major flu in 1957-1958 killed many people and had an impact on the stock market much like today. This video provides some data and insight as to why the market impact from COVID-19 may be temporary and short-lived.
    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