
Even amid the market’s sharp ups and downs, the last three years of equity returns have been “normal” when considering the long arc of history.
For the upcoming midterms, commentators are likely to offer opinions on who will win and what impact the vote will have on markets. Looking at returns since 1926 shows that months when midterm elections took place did not tend to have returns that different than any other month.
Investors can always expect uncertainty. While volatile periods like the one we’re experiencing now can be intense, investors who learn to embrace uncertainty may often triumph in the long run. Reacting to down markets is a good way to derail progress made toward reaching your financial goals. A sound approach to investing—through a plan, a well-designed portfolio, and an advisor—is the ultimate self-care during these rough markets. Your future self will thank you.
Multiyear returns over overlapping periods often appear cyclical, implying prior returns are useful indicators of future returns. Is it true?
The characteristics implied by such traditional binary labels may not be sufficient to describe many of today’s investment approaches—including an evidence-based approach.