Call Our Offices
Your Money.
Your Life.
Your Way.

Articles View: Market Commentary

July 2, 2024
Percentage of Individual Tech Stocks that Lost Money

Overview data shows individual tech stocks verses tech mutual funds and ETFs, and the surprising number of individual tech stocks that lost money over the last 5 years. Also a look at the highest correlation between stocks and bonds in history, along with capital gains exposure, bond performance, and alternative funds compared to traditional asset classes with inflation.

Read More
May 23, 2024
Stock Performance in Election Years

Historical data showing how U.S. stocks have tended to lose money less often in election years, showing the smaller percent of calendar years that lost money, which often tended to be driven by historic economic events, not elections. Included is a glimpse at seasonal stock and bond returns in election years. Also asset classes, inverted yield curve update, high yield bonds environment, and private credit returns.

Read More
April 29, 2024
Longest Bond Bear Market

Despite the unusual performance in Q1 in which stocks started positive and bonds negative, this has been the longest bond bear market with active and flexible bond funds outperforming. See what that could mean for cash vs bonds with performance data following periods when money market or bond fund assets are greater. Also data for stock and bond correlations, trends in stock sectors by US Presidents, and charts on the 15th best start to a year for stocks.

Read More
March 27, 2024
Stock Volatility Remained Low

Tracking historical data, by the number of single day stock market returns of +/- 2% or more, shows that lower volatility has typically resulted in stronger returns. This overview also looks at past stock trends following a Fed rate cut, S&P 500 milestones for all-time highs, the strength of Mutual funds, EFTs and more.

Read More
February 27, 2024
Stock Volatility by Presidential Election Year

Can something be learned from studying the past? Historical data showing that stock market volatility during election years has been generally subdued unless there is a large recession, such as in ’32, ’08 and ’20. A brief look at the large swings between growth and value, stocks vs cash, data gives a glimpse of the average stock market return following January since 1926, and how the bear market was recently tamed.

Read More
January 29, 2024
U.S. Stocks Ended the Year Well

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 More
January 2, 2024
Bonds Rebound with Historic Rally

After losing money in 6 consecutive months, bonds make a historic rebound along with a bounce back in 60/40 portfolios. This market overview also includes more data on the bond market and how to understand changes to interest rates and bond returns by looking at history.

Read More
November 29, 2023
Historic Stock and Bond Streaks

Is there potentially peak pessimism for bonds? Check out past stats for losing streaks for stocks and bonds, as well as long-term bond returns and starting interest rates. Take a look to see how not all stocks within the S&P500 are the same and find the historic sweet spots for stock and bond returns during a Fed pause.

Read More
October 31, 2023
Historic Dips in Bonds

Along with an October recap, team members Adam Tirapelle and Jason Rankin explain what’s happening with down bond returns and the history with bond returns using data going back to 1928. They also clarify drawdowns and the feeling they evoke, along with Housing, Cash Concerns and the effects of Global Events on the Market.

Read More
October 26, 2023
Peak Inflation and Performance

This month’s market overview takes a closer look at cash options and bond performance. Find out where there’s good news in performance since the low in interest rates. And check out the stats coming in that have been tracking stock volatility this year along with a glimpse of what the 4th quarter may hold.

Read More
1 2 3 4
Copyright © 2024 Strong Valley Wealth & Pension, LLC
Investment advice offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment advisor. The information on this website has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration as an Investment Adviser does not imply a certain level of skill or training. Strong Valley Wealth & Pension, LLC offers some securities through M.S. Howells & Co. Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Strong Valley Wealth & Pension.
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.