We are passionate about Planning & Wealth, and talk a lot about it – get to know us through our weekly “Random Gleanings”
Average Pullback During A Bull Market??
Up until the end of July, volatility had been measurably below it's long-term average since November of last year (save a mid-April blip accredited to a reflation scare). Then on Monday, August 5th volatility was measured at the third highest level since it has began being tracked in 1990. That means, the ONLY higher times were in the Great Financial Crisis, and the COVID scare.
The guys speak to the recent volatility, share a helpful chart on the normal intra-year decline across the last 44 years to re-center a long-term investor's focus, and hit on markets in an election year and some recent inflation data.
We hope you'll enjoy, and share… and subscribe to keep up with what's going on in the market and economy!
Learn more about Professional Planning & Wealth here – https://proplanwealth.com
#volatility #vix #elections2024 #bullmarket #bearmarket #inflation #olympics2024
Stock Market Rotation: Is It Real?
Professional Planning & Wealth's Chris Beard & Jesse Hansford discuss the recent signs of a rotation in the stock market where there has been some cooling off of the biggest stocks while smaller sized companies have picked up some in recent weeks. The video takes a look at this phenomena of rotation and asks whether or not it can last.
Learn more about working with Professional Planning & Wealth at https://proplanwealth.com/
Lower Rates to Come… Is Your Portfolio Ready?
This week listen in as Chris Beard & Jesse Hansford, Certified Financial Planners, and Partners at Professional Planning & Wealth discuss the economic and market related topics relevant right now.
Learn more about our team at https://proplanwealth.com/
#Rates #Fed #smallcapstocks #midcapstocks #largecapstocks #portfoliomanagement #riskmanagement
Why Should I Diversify?
Anytime there has been any persistence of outperformance in an asset class, sector or area of the market, it is natural to ask the question… Why do I own anything else? Why diversify? It’s been often repeated in the dialogue of Random Gleanings or the ink of these write-ups, that historical results are no predictor of future… but there is also the wise Churchillian axiom of “Those that fail to learn from history are doomed to repeat it.” While Chris & Jesse remain constructive on the markets and economy, they promote the virtue of diversification in this episode because history suggests that it’s a strategy that serves people well.
Shiny Stuff: Silver & Gold Sparkle, Bonds Struggle
In a quick update this week, Chris Beard & Jesse Hansford run through the year-to-date sparkle of gold and silver, the year-to-date struggle of bonds, and the potentially positive inflection point of international stocks performance against the S&P 500's dominance.
#SPX #SPY #GLD #GOLD #SLV #SILVER #BONDS #AGG #internationalstocks #technology
International Stocks: Time to Consider??
It is hard to believe it is already MAY!?!? But as they say, time flies when you’re having fun… and for Chris & Jesse, talking markets keeps the time flying. This week the guys set their focus on International markets – why it’s odd that they have showed strength in the face of a strong US Dollar, where they rate from a “value” standpoint to US stocks, and how stocks outside the US are offering a dividend yield DOUBLE that of the S&P’s here at home.
The episode is not intended to be a recommendation for anyone to dive headfirst into markets around the world, but rather to shine a little light on an area of investment opportunity that has been rather dull for a long time.
#InternationalStocks $IEFA #IEFA $IEMG #IEMG $VEA #VEA $VWO #VWO $EFA #EFA $EEM
Politics & Investing: Friends Don't Let Friends Invest Based on Politics!
This week Random Gleanings takes on the Election! But… if you are looking for Chris or Jesse to tip their hand on who they favor at the polls, you’ll be disappointed. The guys instead work to stick to their lane – MARKETS. The big takeaway??? Presidents may take credit for strong markets, or the media may blame them for poor markets, but markets are overwhelmingly positive across different presidents regardless of political affiliation. Beyond that, you’ll discover some surprising stats on market history during an electoin year.
Chapters
0:00 – Intro
0:35 – Which Political Party is Better for Markets?
1:24 – Average Election Year
3:03 – Investor Mistakes in Election Years
6:06 – Direction of Country Survey and Stocks
8:38 – Investing Based on Politics
9:52 – Best/Worst Market President
11:34 – What are you Watching?
12:24 – THANKS!
#election2024 #election #biden #trump #investment #financialplanning #markets #spx #politics