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Do Downturns Lead to Down Years?

Stock market slides over a few days or months may lead investors to anticipate a down year. But a broad US market index had positive returns in 15 of the past 20 calendar years, despite some notable dips in many of those years.

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Sticking To Principals

From February 20 to March 20, the S&P 500 Index returned –37.4%, with daily returns ranging from –12.0% to +9.4%. A drop of nearly 40% in the stock market combined with a spike in volatility can make many investors reconsider their investment approach. Some might suddenly find stock-picking approaches more alluring. After all, who has not heard the claim that a volatile market is precisely the environment in which many traditional active managers thrive? But is there any truth to this claim?

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An Investment Strategy for Turbulent Times

“Are you recommending any changes to my investment portfolio given all the recent market turmoil?” This is a question we frequently receive from clients during the past few weeks. Usually, they are referring to reducing their stock market exposure or “getting out until the dust settles”.

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Beware The Yield Curve Inversion…Or Not?

Since the 1970s, the world has seen a yield curve inversion as one of the most reliable signals of a looming recession. One can hardly turn on the nightly news without hearing about the most current inversion of the yield curve and its far-reaching implications.

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