The Myth of the Too-High Market
The dominant message is that valuation, S&P 500 price levels (or anything else), is never a reliable timing tool. The economy cannot be consistently forecast, nor can the market be consistently timed. The only way to have fully captured the long-term 10%+ annualized return of the S & P 500 over the last 100 years was to be fully invested and to remain fully invested through every downturn and every new high -- hard stop!
Read NowIT'S DIFFERENT THIS TIME -- AGAIN!!!
The recent 2-day 10% decline was one of the quickest historical declines. It is reminiscent of the steeper, but similarly rapid, Covid-induced declines in March 2020 (down an unprecedented 34% in 33 days).
Read NowNAVIGATING MARKET ANXIETY: PROTECTING YOUR PORTFOLIO AMIDST TARIFFS, GEOPOLITICAL RISKS, AND HIGH MARKET VALUATION
In today’s climate of proliferating tariffs, risky politics, and high market valuations, it’s natural for investors to feel anxious. This anxiety often arises from perceived threats. Moreover, recent stock sales by notable investors like Warren Buffett act to simply confirm investors’ loss-aversion bias (extreme fear of losing). However, it’s crucial to avoid letting fear dictate our portfolio strategies. Engaging in market timing or altering long-term investment compositions based on short-term events often leads to detrimental outcomes.
Read NowJonathan is featured in The Inside Adviser
Fusion is proud to featured in a leading Australian publication — The Inside Advisor — for our unique approach to behavioral investment planning.
Read NowTHIS TIME IS DIFFERENT
After a long period of relative calm and very strong returns in the financial markets (marked by unusually low volatility), it is more important than ever for investors to become antifragile. The reality is that during such relative calm it is easy for complacency to cause investors to forget that (politically, geopolitically, economically and/or financially) the world breaks about every 5 to 10 years:
Read Now