Article

Is Value Poised for a Big Bounce?

Is Value Poised for a Big Bounce?

This Student of the Market looks at what happened in September with stock market returns and an overview of 2021 for bond market returns. Growth versus Value is charted along with Long-Term Bond returns, and alternative fund flows. A helpful chart illustrates a broad category and specific category breakdown of what goes into Headline inflation.

October 19, 2021
Is Value Poised for a Big Bounce?
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

  • The Positive Start Continues for U.S. Stocks

    The Positive Start Continues for U.S. Stocks

    July 20, 2023
    With a look at the first 6 months of 2023, this overview examines past “positive starts” in the U.S. Stock Market, gives data for the easing of stock volatility, and how the Feds raising rates may affect performance. Included is a deeper look at bonds and retirement income planning, such as U.S. inflation versus cash, bonds and stocks and the importance of withdrawal planning.
    Read this Article
  • Focusing on Your Finances

    Focusing on Your Finances

    March 16, 2021
    Each year, strive to increase your net worth and keep your expenditures under control. This article gives you a couple of easy to create budget tools that demonstrate where you are today and can help you make important financial comparisons in the future.
    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
  • 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