In our January video, we indicated “this is certainly not the time to be overconfident,” that “markets are overdue for a 10% correction,” and to “use the recent run-up in stocks as an opportunity to rebalance portfolios.”

Our guidance was not about the coronavirus — we simply believed stocks were overextended in the short-term and investors were likely to find an excuse to take profits. The excuse turned out to be COVID-19. So, what can investors expect in the coming months? Is the COVID-19 sell-off an event-driven bear market or a structural bear market? Watch our latest video to find out.

At this time last year investors were licking their wounds after the S&P 500 Index dropped 20% in the last few months of the year. How did markets perform during the year? Continue reading →

If it seems like headlines are dominating the financial news more than usual, you are not alone. While headlines can certainly rattle financial markets, the impact is most often short-lived as fundamentals win out over time. The 3rd quarter of 2019 is a good example where fundamentals prevailed over headlines. So, how did markets close out the quarter? Also, what can investors expect from the stock market going forward? Watch our latest video to find out.