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A Guide to the Dynamics of Rolling Recessions
Tips to spot opportunities, mitigate risks and establish your financial resilience Over the past year, the global economy has faced a series of rolling recessions – periods of economic decline that impact specific sectors or regions without bringing down the entire economy. This phenomenon, although concerning, is not necessarily as disastrous as it may sound. It reveals a nuanced picture of economic resilience, courtesy of offsetting pockets of strength. As an investor, understanding these dynamics can help guide investment decisions and strategies. Understanding Rolling Recessions Rolling recessions, sometimes referred to as rolling bear markets, are essentially localized downturns that hit ...
Read More → Acquaint Grown Children with Your Financial Affairs
Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share with them key financial, medical, and estate planning information. An awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur. Consider these issues: · Health Insurance. If you are age 65 or over, your adult children should be aware of any and all ...
Read More → Investor Expectations and Market Realities
Tech and AI are capturing all the hype, but look to fundamental indicators In recent times, investor expectations have shown a concerning trend of becoming detached from the realities of the market. The focus on technology and artificial intelligence (AI) has largely kept investors engaged and buying, creating a sense of enthusiasm that seems to overshadow other factors. However, the recent ADP employment report has managed to jolt the market, if only temporarily, reminding investors that they should exercise caution and not solely rely on the prospects of futuristic technologies that are still years away from full development. Fundamental Factors ...
Read More → Staying Invested in a Tricky Market Environment
Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession hasn’t followed the chorus of predictions. In some ways, figuring out what to do now that stocks have gone up is as difficult as considering what to do when stocks are down. Today’s more fully valued stock market is pricing in an increasingly optimistic outlook for economic growth and corporate profits, but the economy still faces challenges that will likely lead to slower ...
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