Economic Update — Reviewing Q3 2022

US Stocks continued their downward slide in Q3 of 2022, marking three consecutive quarters in the red for all three major equity indices. The Dow Jones Industrial Average fell the hardest with a 6.17% decline in the third quarter, followed closely by the S&P 500 and Nasdaq Composite. Download Visual | Modify in YCharts Below … Continued

Is the 60/40 Portfolio Drowning?

Is it time to revisit the 60/40 Portfolio?   “The 60/40 Portfolio Is Dead” (January 25, 2022)… ”Why a 60/40 Portfolio Is No Longer Good Enough” (August 12, 2020)… “Time for FAs to Rethink Portfolio Construction Rules: Execs” (May 13, 2022)… ”Traditional 60/40 portfolio has actually reached its expiration date” (September 2, 2021).    Apparently, … Continued

Economic Update — Reviewing Q4 2019

Ebbs and flows in the macroeconomy can often lead to tides of change for different sectors, industries, and public companies. Investors, especially those with longer time horizons, look for insights in economic data released by research companies and government agencies to make strategic adjustments to their portfolios. For that reason, YCharts collects and makes available … Continued