There have been two very powerful investment truisms that have been reinforced since LCV Advisors’ launch. These are the power of staying put and keeping it simple and they continue to be major drivers for successful investment outcomes.
Let’s dig into the two key questions after the recent bout of bond price declines. First is what just happened to the value of my “safe, less volatile” bond investments in my diversified portfolio? The second is what is the outlook for a typical 60/40 stock/bond portfolio after this kind of slump?
Inflation is arguably the biggest challenge investors face longer-term so putting in place a real savings and investment plan to prevent inflation’s thievery is an important first step.
Knowing an investment portfolio’s weighting is critical to understand how investments react to bouts of negative headlines, shifting market tides and performance longer term. Along with the recent market surge higher has been a strong reversal in market leadership.
Six months ago, a global pandemic began to spread around the world, taking almost 750,000 lives and shutting down the U.S. economy. Meanwhile, the stock market experienced the fastest drop in market history and fastest snapback. Incredibly, it took only 126 days to get back to the new all-time highs. Now what?
Some investors with a stash of extra cash may be thinking about how and when to enter the stock market during this volatile market environment. Here are some options.