Tag: market

The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference

When we think of financial health, a few things might come to mind. We may think of our own financial situation, our investments, the Dow Jones Industrial Average performance, the stock market as a whole, the economy, the country’s employment status and so on. While some aspects may be interrelated on some level, they do not necessarily move in tandem, nor do they always indicate the health of one another. 

Read More »

Narrow Market

Those following the stock market may realize that the S&P 500 hit a new all-time high on 9/2, building on the August 18th high which wiped out all its losses from the coronavirus sell-off, and surpassing the previous high of February 19th. However, a CNBC analysis shows that many stocks have yet to climb back to their prior levels. For example, between the prior market high on February 19th and August 18th, when the market first surpassed the previous high, 38% of stocks in the index made gains while the remaining 62% were still negative.

Read More »

3 Questions to Ask Your Advisor During Times of Volatility

As we’re nearing our way towards the end of 2020, it’s now a great time to consider a few questions to ask your advisor. After facing the quickest drawdown in US market history, we’ve certainly recovered in a similar fashion. While we have made headway in a positive direction, there is still expected volatility on our horizon. Consider these three questions…

Read More »

Three Steps to Consider in a Market Downturn

When dealing with times of heightened uncertainly, a sense of heightened uncertainty, we all try as best as we can to try and contain the unknowns in our life. This is especially true when it comes to our personal finances. See three common knee-jerk reactions people often consider that could end up hurting your goals and objectives in the long run!

Read More »

Retiring During a Volatile Market: 5 Items to Consider

The past couple of months have been a tumultuous ride for investors. In mid-February, the Dow Jones Industrial Average (DJIA) reached its peak.  Soon after, the markets were engulfed by extreme volatility, generating record single day losses and ending the long-running bull market in early March; yet, recently, there has been a partial recovery in the markets. While ups and downs in the markets are normal, research has shown that the actual sequence of those market returns (the order in which they are going up or down) within the first five years of starting withdrawals from your retirement assets can have a significant impact on your long-term retirement income.  

Read More »

Bulls, Bears, Elephants and Donkeys: Do Midterms Turn the Markets into a Zoo?

As we “go to press” with this newsletter, the midterm elections haven’t been held, and no one knows for sure what the outcome will be. The pundits put the chance of the Republicans keeping the Senate at about 71% and the chance of the Democrats taking the House at a slightly lower percentage, but still likely. Of course, there are many recent examples where these kinds of predictions not only missed the mark, but missed spectacularly.

“…Few can claim the ability to reliably predict elections – look no further than the Brexit vote and the 2016 US presidential election…,” Mike Ryan, Chief Investment Officer for the Americas, UBS Global Wealth Management pointed out. In fact, some pundits projected a 5% to 20% decline in U.S. markets if Trump was elected. As we know, predictions grabbed headlines, but those declines didn’t materialize.

Read More »

Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.to comprehensive wealth management.

WATCH AFA TV