Investment Actions During COVID-19 (Jul 24, 2020)

Hopefully you’ve heard the adage of “buy low, sell high.” With segments of the stock market experiencing significant recoveries, this is an important concept in terms of your investment strategy. We explore what we’ve been doing as part of our disciplined investment management process and considerations at a broader level.

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The 2020 Investment Rollercoaster Ride (Jul 13, 2020)

SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include:

  • Stocks stage the strongest recovery in more than 20 years.
  • The U.S. and countries around the world have largely reopened for business, still with massive unemployment remaining.
  • The world and the financial markets wait to see the impacts of the virus as social and business activity resumes.
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Coronavirus Investment Outlook And Positioning (Apr 3, 2020)

SageVest Wealth Management’s latest quarterly commentary is now available. Highlights include:

  • The coronavirus sieged the world in the first quarter of 2020.
  • The longest bull market in history entered bear market territory in a matter of weeks.
  • More than 80% of Americans are staying home, with numerous other countries following strict stay-at-home orders, all of which are sending shockwaves throughout the economy.
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How To Invest Amidst Volatility In The Markets (Nov 13, 2018)

Volatility certainly surfaced in the markets over the past several weeks. Numerous stock markets around the world entered correction territory, marked by a 10 percent decline or more, all within a period of a few short weeks. During volatile times, one of the worst investment decisions you can make is to sell into fear. However, there are a few investment strategies you might wish to consider amidst volatility in the markets

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5 Key Considerations On The Bull Market’s Ninth Anniversary (Mar 9, 2018)

It’s time to wish a joyous ‘Happy Birthday’ to the second longest bull market in history! March 9, 2018, marks nine years of prosperity for the stock markets, following the depths of the Great Recession in 2008. If you’ve been invested in stocks over the past nine years, you have prospered, gaining greater wealth potential.

As we enter the 10th year of a bull market, now’s a critical time to ask yourself some key investment questions. SageVest Wealth Management offers 5 key considerations on the bull market’s ninth anniversary, to ensure your portfolio continues to flourish, while also protecting yourself against the inevitable market correction.

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How To Invest At Market Highs Now The Dow’s Above 26,000 (Jan 26, 2018)

The Dow Jones Industrial Average recently crossed a record-breaking 26,000, with other indices also hitting record highs. If you’ve been invested in stocks, you’re likely celebrating and considering if it’s time to take some profits through diligent rebalancing. Conversely, if you’re sitting on cash balances, you may be facing the difficult decision of whether now’s a good time to dive into the markets or whether you should stay on the cash sidelines. While the answer’s different for everyone, SageVest Wealth Management offers some advice on how to invest at market highs now the Dow’s above 26,000.

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5 Reasons To Stay Invested In Stocks At Market Highs (Jul 26, 2017)

The stock market’s been on a tear recently, setting new all-time records, despite a plethora of unsettling headlines about the Donald Trump Presidency, global trade tensions, the North Korean crisis, and more. Like many people, you might be questioning whether to stay invested in the stock market, or sell in preparation for a market downturn.

Market anxiety can be universal at any age, but it often peaks if you’re nearing, or are already in, retirement, when the stakes are higher to protect your nest egg. Whether you’re approaching retirement, a retiree already, or are simply questioning your investment strategy, here are five reasons to stay invested in the stock market, even at market highs.

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Changing Investment Climates: From Weather To World Politics (Mar 31, 2014)

After a stellar year for the stock market in 2013, the first quarter ended largely unchanged, yet with a fair amount of volatility along the way.

Stocks eked out modest gains, allowing the extended bull market to celebrate its fifth birthday in March, making this the sixth longest bull market since 1928. Bonds posted the greatest returns as investor confidence began to wane, causing flight into the safety of Treasuries. Bonds surged 1.8% in the first quarter, reflecting investor fatigue towards growth in the midst of Fed tapering, one of the worst winters in history and geopolitical uncertainty in the Ukraine that resurrected coldwar tensions with Russia.

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Europe’s Fiscal Stimulus Vs. America’s Fiscal Cliff (Oct 5, 2012)

The third quarter of 2012 provided handsome returns to risk-seeking investors, despite weak economic data that surfaced throughout the quarter. The Dow Jones Industrial Average added more than 500 points as investor sentiment substantially improved. International stocks also enjoyed strong growth, including among beleaguered European countries. Bond investors felt a little upside, but it was muted in relative terms, effectively helping to cover inflationary effects. With substantial year-to-date returns across major stock markets, the question as SageVest Wealth Management looks forward is can returns continue, particularly at the same pace?

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