Stock Market
The Planning Edge: Volatility is part of the process. Perspective is the advantage.
Markets rarely move in a straight line. While headlines often magnify uncertainty, history reminds us that volatility has always been part of the investment landscape, not a deviation from it. Since 1980, markets have experienced average intra-year declines of approximately 15%, even during years that ultimately finished with positive returns. Periods of turbulence are not […]
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Message from the Market
“the market has a message for those who are listening” Issue #2: Mathematics of Losses In this post I will discuss the “Mathematics of Losses” to help you understand why limiting portfolio losses is so important. The key takeaway is the investment return/gain needed to fully recover from portfolio losses grows exponentially with the size […]
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Message from the Market
“the market has a message for those who are listening” Welcome to “Message from the Market”. The forum for my thoughts gained from more than 30 years’ experience in the Investment Markets (20+ years as a Chartered Financial Analyst – CFA). I have carefully studied daily moves in the Dow Jones Industrial Average and S&P […]
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