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

Historic Bear Market in Bonds

Historic Bear Market in Bonds

As market volatility continues and the mid-term election draws rapidly near, this month’s Student of the Market gives insight into the relationship between midterm election years and market performance.  You might be surprised to see the breakdown of U.S. stock sector performance for the last five Presidents. Also stats on performance following peaks in inflation and performance 12 months after bad starts for bonds/stocks, may bring some relief.

October 24, 2022
Historic Bear Market in Bonds
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

  • Anatomy of Bull Market Rebounds

    Anatomy of Bull Market Rebounds

    February 27, 2023
    Tracking sport stats is immensely popular - because what an athlete has done in the past can often give an indication of what they might do in the future. The history of bull market rebounds can shed similar insight. This month we look at historical performance following a bear market and the basic structure of a bull market. Included is a recap of performance based on how much the Fed raises rates, the most reliable recession indicator, and more.
    Read this Article
  • 10 Best Financial Benefits for Military Families

    10 Best Financial Benefits for Military Families

    June 30, 2021
    Members of the military have a lot of special financial challenges that most people don't encounter. However they also have access to many financial benefits that can help. Here are the top ten available and how to use them to improve your family's financial future.
    Read this Article
  • NOV Student of the Market

    Turkey to Tax: Seasonal Stock Returns

    November 16, 2021
    Seasonal Stocks and Bond Market returns, with a focus on stocks by size and stock sectors can be found in this month’s Student of the Market. Is there a seasonal period of higher returns historically? A look at 2021 as one of the worst years ever for bonds. Plus income asset classes and a breakdown of food inflation over a 12 month period.
    Read this Article
  • Saving for Retirement Through 403(b) Plans

    Saving for Retirement through 403(b) Plans

    November 15, 2022
    One of the simplest options for nonprofits wishing to provide employees with access to a tax-advantaged retirement plan is the 403(b) arrangement, which can be attractive due to tax laws. Over the years, the tax laws have been amended to bring 403(b) plan features more into line with those of 401(k) plans, but this article discusses important differences that remain.
    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