Stock Market

The first half of 2022 saw the second-worst performance of a 60/40 portfolio of stocks and bonds in over two centuries. Despite this, however, something still holds true: In combination, stock and bond markets naturally form an equilibrium.

The future is never clear, but it can become all the more frustrating as an investor to understand where we might go when many things in the economy are pointing in opposite directions.

The U.S. economy is full of contradictions, and it’s set the stage for the unique landscape we find ourselves in today.

Amidst recent tumultuous market activity, one strategy you might consider deploying to negate losses is tax-loss harvesting; However, there are instances when this might only bring you a neutral outcome, or even cause you further loss.

Some say we’ve already entered one, but the reality is, we won’t truly know if we’re in a recession until it’s already happening.

There’s a reason recent Retire With Purpose podcast guest, Jeremy Siegel, has been called “one of the best stock watchers alive”. His long-term investing mentality means it all comes down to “time horizon when investing your money”.

The latest media headlines span wide on the possibility of a looming recession. Some claim we are already in one, some say it’s on the horizon and others state it’s possible we avoid it entirely.

As humans, we’re constantly changing, and the same reasoning can be applied to the stock market.

It might feel like the market is pricing in a recession, but is it really?

Market news and data went from bad to worse this first half of 2022, but the good news is, we’re well into the middle; The “Mushy Middle”, that is.

When it comes to news headlines, the media often follows the “If it bleeds, it leads” mantra, and that includes financial publications too.

In times of market volatility, you might wonder: Where does the wealth go? The simple (yet also complicated answer) is – it vanishes.