by Jamie Osborn | Mar 27, 2020 | Articles & White Papers
Recovery Periods Following Major Market Declines March 27, 2020 Long-term investors always have eventually been rewarded for riding out the bad times, even though every bear market looks and feels a little different. In the chart below, we look at the 21 times since...
by Jamie Osborn | Mar 17, 2020 | Articles & White Papers
Staying Invested During Times of Volatility March 16, 2020 From the peak of the market through the market’s close on Friday March 13th, the S&P 500 has fallen nearly 20%. This week it has continued to decline further. “Social Distancing,” encouraged by health...
by Jamie Osborn | Sep 10, 2018 | Articles & White Papers
When it comes to investing in bonds, most of us have two options – we can buy bond funds or we can buy individual bonds. There are advantages and disadvantages to each approach and investors should evaluate which is right for them. In my experience, however, people...
by Jamie Osborn | Jul 11, 2018 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2018 Chartbook TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging...
by Jamie Osborn | May 17, 2018 | Articles & White Papers
Less than two years ago, the 10 year Treasury note yielded less than 1.5%. Now we have seen the 10 year yield reach 3%. The rate change has resulted in principal loss in bond funds for many investors because bond prices fall as rates rise, and it has raised questions...
