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

It’s Time in the Market, Not Timing the Market

It's Time in the Market, Not Market Timing

A quick look at the market and numbers for:

  • Average monthly returns over the years following January
  • Upside and downside captures
  • Market timing
  • Fund flows
  • A historic bounce back in small cap stocks
February 23, 2021
It's Time in the Market, Not Market Timing
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.

A quick look at the average monthly return following January, upside and downside captures, Market timing, fund flows and the historic bounce back in small cap stocks.

Other content you may like

  • Restore Your Confidence in Retirement

    Help Restore Your Confidence in Retirement

    June 28, 2022
    Some use the term "nest egg" when talking about a retirement plan but the obvious metaphor of an egg reminds us of the fragility of planning for an uncertain future. An annuity might help with retirement confidence. It’s an actuarial-designed product with distribution amounts, in large part, calculated based on your age and life expectancy. The older you are, the more you get paid. Here are some examples of how annuities work.
    Read this Article
  • What's Driving the Market

    Podcast Highlight - Considering the Benefits of Rising Rates

    March 8, 2023
    The team explains how Money Market funds are doing in the current financial climate or whether you should consider the “sweet spot” right now in Treasuries. It’s the time to be asking “Liquid Money Markets or Locking It Up.” They also share their experience on timing.
    Read this Article
  • Are Good Grades the Key to College Admissions

    Are Good Grades the Key to College Admissions?

    April 11, 2023
    While it may be true that your child needs to be a good student to compete for admission to a college or university, did you know there are steps you can take to increase their odds for being accepted? Another big consideration is how your child can prepare for the long-term success of their higher education experience.
    Read this Article
  • Understanding Interest Rates and Your Financial Situation

    Understanding Interest Rates and Your Financial Situation

    January 18, 2022
    There is a lot of speculation going on in the news lately about the Fed raising the interest rates in 2022 or 2023. This quick read reviews the basic concept of interest rates, to help you understand how changing interest rates may affect your saving and borrowing habits.
    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