“You Retire Once… I Help People Retire Everyday”
This has undoubtably been the worst start of a calendar year for both stocks and bonds in over 50 years and investors are looking for answers. The most difficult conversations have been with conservative and balanced investors as equity markets in general are down 20% YTD, but the bond market has not been the standard gatekeeper and ballast in the portfolio it has been in the past, down 12% YTD.
Read my latest commentary as I discuss the gold standard 60/40 portfolio, investors overcome by paralysis, consumer sentiment, mid-term elections and what investors need to focus on moving forward. I hope you enjoy it and helps puts financial markets into context. AP
