Category: Current & Economic Events

A pink piggy bank with a sad expression on a blue background.
4 min read

The Next Recession and You: Dealing with a “Pouting” Economy

It happens to all of us: waking up in a sour mood. The causes can be many. Maybe you went to sleep the night before, brooding about a problem at work. Maybe your family has gotten on your last nerve. Maybe you realized, as you staggered into the kitchen, that you forgot to get coffee at the store yesterday. For whatever reason, your day has gotten off on the wrong foot. Similarly, for much of the past year and continuing to the present, investors and other market-watchers are worried that the US economy is in a lousy mood. Once again, the causes are manifold: stubbornly high inflation and a resultingly hawkish Fed; rising interest rates (see also: “hawkish Fed”); increasing labor costs and a tight job market… the list could go on.
A man wearing a plaid shirt and jeans sits on a car seat, fastening his seatbelt with a focused expression.
4 min read

The Importance of Staying in Your Seat When the Roller Coaster is Moving

A key lesson to be learned from challenging market environments like these is that long-term investment success requires steadiness. It’s the price we pay for those 8% - 10% average long-term historical returns. And that’s why it's so important to never focus on or overreact to short-term market movements, especially over a single day.
A colorful hot air balloon with a checkered pattern floats against a clear blue sky with wispy clouds.
3 min read

Light at the End of the Inflation Tunnel?

The latest inflation readings from the US Bureau of Labor Statistics, released August 10, came as a relief to both financial markets and consumers, as they appeared to indicate some cooling off in the recent rapid rise in prices. The 8.5% rise in consumer prices came in below analysts’ expectations, largely as a result of lower energy prices. 
Illustration of two people tilting a large watering can to nourish a tree growing between two rocky cliffs under a clear blue sky.
7 min read

So What’s Your Plan?

A lot of people are stressed out about a lot of things right now. Markets are down. Prices are up for many of the things we need to buy. News headlines about possible economic turmoil ahead are making it a confusing time to consider major financial decisions. Add to this the lingering stresses of the pandemic, the health of loved ones, and a job situation – and it makes for a pretty unsettling time.
An illustration of a bull and a bear on a seesaw, symbolizing market trends. Rising and falling bar charts with arrows support the background.
5 min read

Special Update: How Investors Can Position for Bear Markets

The S&P 500 officially fell to bear market levels this week. Rapid inflation across the economy has affected consumers and businesses, raising questions about spending and corporate profits. These pressures have pushed interest rates higher across the curve, breaking a four-decade pattern of falling yields.
Illustration depicting the cycle of market emotions, including stages like optimism, excitement, euphoria, anxiety, fear, desperation, panic, capitulation, despondency, depression, hope, and relief.
5 min read

What Defines a Recession? And Is a Soft Landing Possible?

One question at the forefront of investors' minds is whether the economy can achieve a so-called "soft landing" in the face of high inflation, rising interest rates, Fed rate hikes, geopolitical conflicts, and other challenges. A soft landing would require the economy to slow gradually without creating a downward spiral in consumer demand and business investment.
A person interacts with a futuristic transparent touchscreen displaying "Long Term Goals" and various icons, with a global digital network background.
5 min read

Why Investing Is Hard but Still Worth Doing in Today’s Market

For long-term investors, facing periods of geopolitical risk is unavoidable. Headlines on regional and global conflicts can be alarming since they disrupt the typical flow of business and market news. These events are also difficult to analyze and their outcomes challenging to predict. Of course, this doesn’t stop many short-term traders from talking about....
Top-down view of a table with drinks and notebooks, centered around a large sheet of paper that says "Think Positive.
4 min read

How Long-Term Investors Can Be Optimistic When Others are Negative

For long-term investors, facing periods of geopolitical risk is unavoidable. Headlines on regional and global conflicts can be alarming since they disrupt the typical flow of business and market news. These events are also difficult to analyze and their outcomes challenging to predict. Of course, this doesn’t stop many short-term traders from talking about....
Ukrainian flag waving in front of the Motherland Monument in Kyiv, with a cityscape and dramatic sky in the background.
6 min read

How Geopolitical Risk in Ukraine Impacts Long-Term Investors

For long-term investors, facing periods of geopolitical risk is unavoidable. Headlines on regional and global conflicts can be alarming since they disrupt the typical flow of business and market news. These events are also difficult to analyze and their outcomes challenging to predict. Of course, this doesn’t stop many short-term traders from talking about....
A hand points to "2022" on a rising financial graph with global currency symbols and an upward trend indicating growth from 2019 to 2023.
5 min read

Five Investor Lessons for 2022

Illustration showing two stressed individuals next to rising stacks of coins, with upward-pointing arrows and percentage symbols, depicting inflation.
6 min read

Worried About Inflation? Here’s What To Do

A wooden signpost with two arrows pointing in opposite directions against a blue sky; one arrow is labeled "Old Job," and the other is labeled "New Job.
4 min read

Why the Great Resignation May Be Positive for Long-Term Investors

Markets are increasingly concerned about tighter monetary policy by the Fed and its impact on valuations, interest rates and more. Recent FOMC (Federal Open Market Committee) meeting minutes confirmed that the Fed could slow its balance sheet expansion within the next few months and this week's virtual Jackson Hole Economic Symposium could provide more clarity around future rate hikes. How can long-term investors navigate the policy changes and economic uncertainty that lie ahead?
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