We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.
Stocks are down. Bonds are down. Inflation is up. There is a war in Europe. When nothing feels certain, what should investors do? One of the things we can do is pay attention to something else.
The economy and markets are a bit like summer car travel/construction. There's a recession and/or a bear market in the rearview mirror, you're in one, or there is one right around the corner.
Stay diversified, and stay the course. That’s good advice for both runners and investors.
0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?
1:00 - In the News: Record Budget Deficits, Employment Improves, Back to School, Markets Give Up Some Gains
3:00 - Investing "FOMO" - Fear of Missing Out
7:26 - Predictable Mistake: Chasing Top Performers
Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
