With the 10-year anniversary of the Great Recession (and our company!) approaching, here's what we can learn from major moments in market history.
The third quarter of 2017 saw equity and fixed-income markets continue their upward momentum, both here in the U.S. and abroad. It has been a banner year thus far for risk assets, by most measures. In September, the Federal Reserve announced a much-anticipated plan to begin the unwinding of its balance sheet (starting in October) and stood pat on interest rates. This news was digested with little market agitation. Overall, the third quarter was relatively smooth in terms of volatility, despite devastating hurricanes and escalating political tensions around North Korea.
Exchange-traded funds (ETFs) have soared in popularity, but do they make sense for the long-term investor? What about in periods of market volatility?
Private equity has generated a lot of buzz, but is it the right type of investment for you? Here are some key considerations to keep in mind.
Bond yields are at all-time lows. While this is uncharted territory for fixed-income, you shouldn't give up on your strategic, long-term investment plan.
EnerVest's big blow-out has captured the financial media's attention — but for long-term investors, it also illustrates an important lesson about risk and diversification. President Roger Hewins weighs in on OneBite:
We asked five of our advisors to provide their own definitions of the word, "fiduciary." Here's what they had to say:
Last quarter was a vivid example of how broad diversification — both at home and across the globe — can pay off for long-term investors. Get our full analysis and perspective on how markets fared throughout the second quarter of 2017.
We all know that the market is volatile. There are a lot of ups, downs and unexpected events, which is why the market is often compared to a roller coaster. And like roller coasters, some of us are comfortable with or even enjoy the thrill, while others prefer a less frightening and more stable ride. Being invested in the market is an emotional experience and carries with it a degree of risk. We all want to make money and see our investments soar. But we have to ask ourselves: Are we willing to take on risk in order to achieve those returns?
When it comes to investing, we don't make predictions or dissect news headlines — we believe there's a better way. We focus on the factors we can control and rely on four investment principles. Learn more about the first below: