A plethora of negative financial news continues to dominate headlines.
In moments like these it's important to remember some key fundamentals. I go over 5 of them, rules if you will, that are good reminders both now and always.
- These 5 rules will remind you to control what you can control.
- These 5 rules will remind you to let go of the things you can't control.
- They 5 rules will remind you that people forget every 5 to 7 years that a recession happens every 5 to 7 years
LINKS
- Learn more about Dallin https://dallincutler.com/
- Subscribe to the channel www.youtube.com/@insightwdallincutler
SOURCES
- Federal Funds Rate History: https://www.forbes.com/advisor/invest...
- Stock Market Corrections Through The Years: https://awealthofcommonsense.com/2022...
- Invest like an Optimist, Save like a pessimist: https://podcasts.apple.com/us/podcast...
ADDITIONAL DISCLOSURE
- Past performance is no guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.
- Growth of $1 - Chart end date is 12/31/2022. Returns data based on monthly S&P 500 Index returns from January 1947 to December 2022. The sample start date is based on quarterly US gross domestic product data, a key measure used to identify changes in economic activity across the business cycles, that first becomes available starting in 1947. Business cycle peak and trough dates sourced from the National Bureau of Economic Research (NBER). S&P data © 2022 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
- History of ups and downs - Chart end date is 12/31/2021, the last trough to peak return of 119% represents the return through December 2021. Due to availability of data, monthly returns are used January 1926 through December 1989; daily returns are used January 1990 through present. Periods in which cumulative return from peak is –10% or lower and a recovery of 10% from trough has not yet occurred are considered bear markets. Bull markets are subsequent rises following the bear market trough through the next recovery of at least 10%. The chart shows bear markets and bull markets, the number of months they lasted and the associated cumulative performance for each market period. Results for different time periods could differ from the results shown. Bull and bear markets less than 20% in magnitude are not labeled. Source: S&P data © 2022 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
- Dallin works for EP Wealth Advisors
EP Wealth Advisors, LLC (“EP Wealth”) is a leading independent
registered investment adviser (“RIA”) on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning.