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

U.S. Stocks Ended the Year Well

U.S. Stocks Ended the Year Well

This market overview shows the recent recovery in stocks. U.S. stocks average a 10% return, but they very rarely return their average in a calendar year as they did in 2023. Also take a look at the bond market average for 2023, along with data on money market, bond assets, and cash yields. Included is an interesting look at the historic market performance in election years.

January 29, 2024
U.S. Stocks Ended the Year Well
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

  • Practical Tips to Starting a New Business

    Practical Tips to Starting a New Business

    May 2, 2023
    Building and sustaining a business is not a task for the faint of heart. Setbacks come, whether they’re from circumstances within or from downturns in the market that are completely out of your control. There are simple steps you can take to help you bounce back quickly from challenging situations.
    Read this Article
  • The Truth About Inflation and Risk

    The Truth About Inflation and Risk

    August 20, 2022
    Our Strong Valley advisor team recaps 2022 from May through August, where the US Bond market saw the worst start ever, and it was the 3rd-worse start for US Stocks. The team has a balanced discussion on winners and losers during times of inflation and what that means for investment risks. Questions from Strong Valley clients are answered, and the team showcases one practical way to objectively quantify and evaluate your own personal risk tolerance when it comes to investing. We wrap up the discussion with predictions and an outlook on where inflation and the markets may be headed in the months ahead.
    Read this Article
  • Mid-Quarter Roundtable Highlights

    Podcast Highlight - Where We Think Things are Going in the Coming Year

    December 10, 2022
    Taking a look at their previous predictions, the team discusses inflation and rate hikes: where they went, what they’re doing now, and how they could predict that trend. Here’s what they see, in their opinion, coming in the new year.
    Read this Article
  • Important Tips for Taking an Early Retirement

    Important Tips for Taking an Early Retirement

    June 7, 2022
    In times of market volatility, careful consideration for early retirement still holds true. Early retirement may be a long-held dream and a financial possibility but an assessment of your unique financial situation is important for making a smart long-term decision. Here are 8 Tips for early retirement to consider and discuss with your financial advisor.
    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