Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way
Article

The Positive Start Continues for U.S. Stocks

The Positive Start Continues for U.S. Stocks

With a look at the first 6 months of 2023, this overview examines past “positive starts” in the U.S. Stock Market, gives data for the easing of stock volatility, and how the Feds raising rates may affect performance. Included is a deeper look at bonds and retirement income planning, such as U.S. inflation versus cash, bonds and stocks and the importance of withdrawal planning.

July 20, 2023
The Positive Start Continues for U.S. Stocks
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • Advantages and Challenges of Hybrid Work

    The Advantages and Challenges of Hybrid Work

    May 12, 2023
    The COVID-19 pandemic caused many businesses to adjust and pivot by adopting remote work arrangements. As the world emerges from drastic pandemic measures, there is a growing interest in hybrid work, which combines remote work with in-office work. There are many advantages of hybrid work, along with just as many challenges. With the right planning and strategy, it can be a win-win for everyone.
    Read this Article
  • Historic Tandem Stock and Bond Returns

    Historic Tandem Stock and Bond Returns

    July 21, 2021
    We’ve only seen 4 other time periods since 1926 with back-to-back calendar years of both stock returns above 16% and bond returns above 7%. This Student of the Market for July looks at those stats, along with the top 20 best starts to a year for stocks, long-term equity cycles, taxable bond fund flows and interesting inflation disconnects.
    Read this Article
  • 12 Estate Planning Must-Dos

    12 Estate Planning Must Dos

    September 20, 2023
    With all the considerations involved with estate planning, you may feel that the documents you executed years ago are more than enough. Yet circumstances change and life moves much quicker than we all expect. It’s important to have your estate documents reviewed by an estate attorney every 10 years or so. Here are 12 points that you should cover in your review.
    Read this Article
  • JAN Monthly Market Matters

    A Sigh of Relief in the Market

    February 1, 2024
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset