SYM senior financial advisor and principal Seth Whicker talks with Chief Investment Officer Andy Popenfoose about the impact of Covid-19 on the markets. This podcast answers questions such as: Where will the markets go in 2021 and beyond? What did Covid-19 do to the investment market? What did we learn about investing in a pandemic? What do I need to know for investing in 2021 and beyond? Supporting charts and visuals
Though the ultimate goal of diversification is not necessarily to boost performance—it won’t ensure gains or guarantee against losses— once you target a level of risk based on your goals, time horizon, and tolerance for volatility, diversification has the potential to improve returns within that level of risk. What is Diversification? Diversification is simply another way of saying, “spread out your risk” or “don’t put all your eggs in one basket.” Diversifying your investments helps
Frank and Fiona Eff are a bright couple who saved diligently for their retirement years throughout their adult lives. Each is 50 years old, their children have been raised and launched, and each loves their respective job at ABC Corporation. Frank and Fiona enjoy the challenges and connections of their work so much that they plan to stay at their careers another fifteen years before enjoying a retirement filled with family, travel, and giving back
The short-term market we are seeing today reminds me of my job before I became a financial advisor. My previous profession was as a Navy pilot flying the F-14 Tomcat. One of the most uncomfortable feelings I ever had occurred while in-flight refueling on a very dark night over the ocean. By Steve Yeager, AIF®, MBA, Principal and Senior Financial Advisor Flying Blind If you want to know what a dark night over the ocean
Volatility is the word when you consider the Covid-19 Financial Market. The coronavirus (COVID-19) scare is escalating and a logical question has moved to the forefront: Is this downswing different? Is coronavirus going to permanently bring down markets in a way those past crises could not? The historic litany of disease outbreaks, armed conflict flashpoints, political game-changers, and other alarms all generated fear of the unknown. However, the nature of markets allows them to still
Coronavirus is a new type of disease spreading from person to person. Although it’s currently unknown how easily or sustainably this virus is moving between people. Investment markets recently experienced increased volatility, with positive and negative fluctuations often linked to the status of the Coronavirus outbreak. Stock market volatility increased after cases grew in Italy, Iran, and South Korea. Investors have become concerned that the disease has spread many miles from its Wuhan, China origination
