It is obvious that investor concerns are growing. We can see this in the market volatility of late (aka declines), but we continue to get a lot of calls and messages from clients. And, we totally get that. If you are concerned, never hesitate to reach out. But, it is also a good time to reflect back on previous years and previous blog posts, because it provides some perspective over the stuff we were worried about in the past that seem to be a distant memory now. Frankly, doing blogs is one of my favorite ways to speak to our valuable clients in masse. But, it also allows ME to go back and review what we were thinking and communicating along the way. And, while I’ll be the FIRST to say that I have no idea where this market could go in the near-term, even I gain good perspective in reading some of these older posts. In reality, many of these were written in times that felt similar to the period we are in right now (yes, I know there are some differences too). And, I suspect it won’t be long until we’ve moved on from the current issues (the question is, how long?).
Here are a few of the greatest hits, just from the past year. And, to be clear, this is truly to provide some perspective which may (or may not) help relieve some frayed nerves. I hope you’ll take a minute to read through these. They are quick reads, and I hope are worth your time.
- From March of 2023. Does a weak February sound familiar?
- From October of 2023. Noise is often noisy.
- From August of 2024. Volatility always escalates quickly!
- From November of 2024. Complacency and overconfidence lead to corrections.
Until next time…
Past performance is no guarantee of future results. For illustrative purposes only and not indicative of any actual investment. The S&P 500 Index is an unmanaged index of 500 companies used to measure large-cap U.S. stock market performance. Investors cannot invest directly in an index. Index returns do not reflect any fees, expenses, or sales charges. These returns were the result of certain market factors and events which may not be repeated in the future. The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. Tracking #708793