Even if you’re in good shape financially, we’re still navigating through an unprecedented period of COVID-related stress. To help you tend to your personal well-being, we are sharing insights from Dr. Ari Levy on new perspective on health and well-being.
Stock market declines over a few days or months may lead investors to anticipate a down year. But the US stock market had positive returns in 16 of the past 20 calendar years, despite some notable dips in many of those years.
We are delighted to announce that Kelly is now a partner and co-owner of Cogent Strategic Wealth, while continuing as a fiduciary wealth advisor to our clients.
Every stock market crisis is different, but the best way to deal with them is always the same. We can’t control crises, but we can control our response to them. You want to be prepared to deal with the unexpected before it happens. Not when you’re stuck in the middle of it.
One of the biggest hurdles to preparing for this level of elder care is simply knowing how to get started. How do you plan for the unknown? How do you have the difficult conversations?
Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important to remember that returns in any given year may be sky-high, extremely poor, or somewhere in between.