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Inflation’s Impact on Investing Returns

Whether you know it or not your investment returns are under attack. The attacker known as inflation, is silent and slow but  it’s impact can be substantial over time. Understanding inflation’s impact on returns is important as investors work towards accomplishing their financial goals. The chart below is divided into three different asset class – stocks, bonds and cash. For each asset class there are two listed compound annual returns, before inflation (on the left) and after inflation (on the right). The after inflation returns are commonly referred to as real returns. So why is this important? It’s simple. If you’re an investor striving to accomplish your financial goals without understanding their potential “real returns,” you may be investing in something that may not even allow you to accomplish your goals. It’s our opinion that people may have to invest more of their money in stocks longer than they would like
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Categories: Markets.

Market Commentary: Will we finish 2014 strong?

Coming off of one of the best bullish years in recent memory (2013), the question entering 2014 was whether we would sustain the bullish move. Well, so far the answer is wholesale nfl jerseys a resounding “YES!” The S&P 500 is currently sitting at a 9.8% return year to date. Healthcare, Technology and Consumer Staples have led the market with 22.02%, 14.55% and 10.04% returns respectively. Despite these positive returns in 2014, this . year hasn’t been without some market volatility. October saw the market pull back 10% for the first time in two years causing some to wonder whether the end to the bull-run has finally run its course. Listening to the mainstream media potentially enhanced these fears and created undue concern. It is our job as your Financial Advisors to look at the global markets and lay out the facts in an attempt to answer the question, “Will
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Categories: Markets.
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