Time in the market versus timing the market

I had a few thoughts this week after meeting with my Investment Committee and other top economists that I wanted to share, as a quick reminder before we encounter the next wave of market ups and downs: Volatility isn’t going away, and that means the risk of more market sell-offs.  But for stock investors, the…

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2019 Mid-Year Investment Update – “For the Record”

As we conclude Quarter 2 and look forward to the remainder of 2019, the S&P 500 just posted its best first half market performance in 22 years. This comes on the heels of an extremely volatile Q4 2018 due to slowing global growth concerns, trade issues and tariff talks, and a flat/inverted yield curve that…

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Investment Update – Q1

2018 – Recap At the beginning of last year (2018), we compared the market in 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there was not much in the way of surprises. We all have been on a roller coaster, and…

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