In a blog post we wrote in May called “Now What?” we explored the economic implications of the global response to the coronavirus and what investors might be able to expect after the S&P 500’s plunge of -34%. A lot has happened since. For one, the National Bureau of Economic Research announced that the United…

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bear market

In just the past four weeks, the coronavirus pandemic has had a significantly adverse impact on global economies and markets. From the market close on February 19 through the close on March 23, the S&P 500’s price fell -34% before rebounding somewhat to close down -20% for the first quarter. Efforts to contain the virus…

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Calculator and Charts

At the end of every year, the investment magazine Barron’s publishes a market outlook for the year ahead. It includes a survey of market strategists from leading asset managers and investment banks who provide commentary and forecasts for where they believe the S&P 500 will finish the next year. To determine the year-end price target,…

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Understanding Interest Rates, Inflation, and the Bond Market

At Clayton Wealth Partners, we advocate an appropriate allocation of fixed-income investments via bonds or bond funds for all but the most aggressive investors. Bonds can provide a steady stream of income and, importantly, serve as a powerful diversifier that helps smooth the volatile returns of an equity allocation.      (For several reasons,…

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Cryptocurrency and cannabis have both captured a lot of headlines over the last few years, and you may be wondering if you should invest in them. While both have significant upside potential, they also face serious investing pitfalls, including participation in new industries with unknown futures, highly uncertain or no cash flows, and extreme price…

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Market volatility is much like the waves of the ocean. Sometimes, market fluctuations are nothing more than tranquil ripples, barely perceptible. At other times, they resemble towering white caps, frightening enough to rattle even the most stoic investors. While heightened volatility isn’t fun for most investors, managing it effectively is crucial for maximizing long-term investment…

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