Article

February Student of the Market

In 2025, stocks start positively, can it last the year? Let’s review recent trends as well as money market assets and the positive impact they may have on stocks. Finally, what are the latest correlations between stock and bond markets, and what about alternatives?

February 28, 2025
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

  • Peak Yield Curve Inversion?

    September 26, 2023
    This month’s Student of the Market explores the peak yield curve inversion and what happens in the gap between short-term and long-term interest rates, along with looking at the real yield impact of inflation. You’ve probably noticed that upcoming elections are ramping up quickly. Here’s a peak at historical stock returns in election years and what might be on the horizon.
    Read this Article
  • Historic Tandem Stock and Bond Returns

    Historic Tandem Stock and Bond Returns

    July 21, 2021
    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.
    Read this Article
  • Reacting to Geopolitical Volatility

    November 7, 2024
    In this market overview, we look at some of the great volatile geopolitical events of our nation and how the market responded historically. The overview includes a review of the stock market volatility during elections, how high stock valuations have not been a great predictor of performance, money market fund yields, and more.
    Read this Article
  • What Should You Do as Markets Flirt with Bears?

    What Should You Do as Markets Flirt with Bears?

    May 24, 2022
    Market declines should inform – not drive – your asset allocation decisions. Does it matter if the S&P 500 is down 19% versus 21%? Both scenarios probably leave you feeling anxious and you’re sure not alone. It’s times like this that perspective is important. This article examines the last time the S&P 500 was in a bear market and a little history of other past bear markets.
    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