Our clients rely on us to help them understand what is happening, how to respond and what we're doing to help. Before you react, take a few minutes to see how we are responding to frequently asked questions.
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* Chart end date is Dec. 31, 2019; the last trough to peak a return of 31% represents the return through December 2019. Source: S&P data © 2020 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
Bear markets are defined as downturns of 10% or greater from new index highs. Bull markets are subsequent rises following the bear market trough through the next new market high. The chart shows bear markets and bull markets, the number of months they lasted, and the associated cumulative performance for each market period. Results for different time periods could differ from the results shown.
An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.
Investing strategies, such as asset allocation, diversification or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
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Is your investment portfolio ready for Inauguration Day? Watch this eye-opening webinar, where Ric Edelman shows you how the stock market has behaved in every administration since 1949. He gives you the three-step investment strategy you need right now.
You may find the idea of financial planning to be confusing or even overwhelming. But it doesn’t have to be. Just like you rely on your family doctor to help you address your physical health, a financial planner can help you manage your financial health.
Markets always go up and down. Over the long term, diversified portfolios have provided the best opportunity for growth. So, recent market swings shouldn’t cause long-term investors great alarm. It’s a good time to take a breath, assess your investment strategy and make a few adjustments.
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Contact an Edelman Financial Engines advisor at (855) 224-1379, {{SUPPORT_HOURS}}.
After the stock market’s recent losses, it’s understandable if you’re worried about how to move forward with retirement planning. Edelman Financial Engines advisors can help you better prepare for retirement with a review of where you stand with your finances and retirement savings.
Call (855) 224-1379 to talk with an advisor.
Volatility often makes the news – and it can seem very alarming. That’s why we wanted to provide you with some background – and hopefully some reassurance.
It can be alarming and frustrating to watch prices continue to increase. But you should separate the impact of inflation on your day-to-day spending from the impact on your portfolio.
Our clients rely on us to help them understand what is happening, how to respond and what we're doing to help. Before you react, take a few minutes to see how we are responding to frequently asked questions.
Answers you need