Market Update Q3 2023
Below is a video of our Third Quarter 2023 Market Update. In the video we cover: Where we’ve been over 1, 5, and 10 years A reminder that there’s always a reason to worry Should you invest less in stocks…
The Benefits of a Wealth Management Relationship – Part 2, Ep #199
Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us? And what happens when our very human tendencies collide with…
Market Update Q2 2023
Markets have continued a strong rebound through the second quarter of 2023. In this quarter’s market update, we talk through some lessons to take from it. Click on the video below to watch our 2nd quarter 2023 market update. We…
Market Update Q1 2023: Will the Strong Start Continue?
Will the strong start in 2023 be a harbinger for the rest of the year? Themes We Are Thinking About for 2023 In today’s video, we discuss several questions we are thinking about in 2023 investing environment. US vs International…
Markets Don’t Wait for Official Announcements
Worried stocks may drop after a recession announcement? History shows markets incorporate expectations ahead of economic reports. Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate expectations ahead…
Market Update: What 2022 Could Mean for 2023
What investing lessons from 2022 could help us become a better investor in 2023? Last year’s investing environment included many reasons investors could have used to sell underperforming holdings in their portfolios, including: Inflation impacts Mid-term elections War in Ukraine…
10 Investing Principles: The Fundamentals That Guide Your Investing Decisions, Ep #177
So many conversations today are tied to the news. Everyone is talking about the troubled economy, inflation, and the tumbling stock market. How should you change your investments in light of all these issues? You may be wondering if you…
The Rewarding Distribution of US Stock Market Returns
Annual stock market returns are unpredictable, but “up” years have occurred much more frequently than “down” years in the US. That may be reassuring to investors, especially if they find market downturns unsettling. The US stock market posted positive returns…
2022 3rd Quarter Market Update: Navigating Challenging Markets
It’s been a challenging year in the stock and bond markets. So in this month’s video recap of our market outlook, we are answering the following questions: Why markets have been challenging this year? What’s consistent with the 17 bear…
2022 2nd Quarter Market Update
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio, our strategy or performance. Click on the video below to…
