The quarter three numbers are in, and the S&P 500 index finished down just over 6%, while non-US markets finished down more than 10%. The end of August was particularly bumpy, when amidst of headlines of a Chinese stock market crash, looming Fed rate hikes, and fears of an earnings slowdown in the U.S. the…
DetailsWhile there is no official definition, a bear market has traditionally been defined as a 20% decline in a broad stock market index. Needless to say, bear markets can be horrifying. Not only because of the pain of seeing account balances go lower and lower, but because bear markets are often accompanied by a general sense of…
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In a previous article, we discussed the idea that a properly diversified portfolio provides investors with an effective tool for reducing risk and volatility, without necessarily giving up a return. Below is an example of how diversification across asset classes really works. Let’s compare two blended index portfolios for the 20 year period ending December 31,…
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