We’ve seen a shrinking U.S. economy and declining economic activity, but are we in a recession?
Thursday, 11 August 2022
The U.S. economy shrank in the first two quarters of 2022, and we met the historical definition of a recession. However, there is an ongoing debate about whether we’re really in one. So, are we in a recession? Is there a soft landing somewhere in our future? Or are we occupying an in-between space at the moment? Tune in as we discuss all this and more.
Seven Guidelines to Follow if You Want to Find Success in the Markets
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 18 July 2022
Investing can be a smart way to save money for your future financial goals, yet many people lack tips for long-term investing success. What’s difficult about planning to achieve goals in the distant future is that it can be easy to get distracted by short-term goals or to lose motivation because the goal feels so far off. Investors who find success in the market do so because they tune out the short-term and, instead, focus on the long view of their financial plan – evaluating their money goals, income needs, and assessing the spending demands of their lifestyle.
As you look toward your own financial future, read on for a few basic investing principles that are helpful to follow for long-term investing success.
We hit a stock market milestone in mid-June - and it wasn’t a particularly pleasant one for investors.
Monday, 27 June 2022
We hit a milestone in mid-June when the stock market settled into Bear Market territory by dropping over 20% from its highs. Though it wasn’t unexpected - or a market anomaly - it’s still painful for investors. In this episode, we will be discussing what brought us into Bear Territory, what it will take to recover, and what timelines might be involved.
We’re experiencing the third market decline of 2022, with tech stocks looking particularly bleak, but what does history say we can expect next?
Monday, 16 May 2022
Over the last few weeks, we’ve experienced perhaps the most significant market decline of 2022, and many investors see nothing but a bleak outlook ahead. Tech stocks, in particular, have taken a beating. However, analyzing statistics about drawdowns and looking to history as a guide is helpful in understanding why it’s happening - and why there’s still a great probability for positive returns in 2022.
The market demonstrated its strength in 2021, with a relative lack of volatility and a few impressive statistics, too.
Wednesday, 22 December 2021
In episodes 21 and 22, we reflected on 2020 and shared expectations for 2021. I’m happy to say we got some predictions right, but I’m not surprised we got a lot wrong, too.