I always find this graph helpful when markets are volatile. It is published each month by JP Morgan in their â€œguide to the marketâ€ publication. It shows, since 1980, the return of the S&P 500 each year relative to the â€œintra-yearâ€ decline. In short, it shows how far the market was down at some point during the year vs. where it ended up at the end of the year. While this situation is unique to us, this type of volatility is not unique to the markets.
Staying the course can be difficult for some during times of uncertainty. That is why we, at Metcalf Partners, have a job.Â Not only to help clients pick quality investments and plan for the situational aspect of their financial lives, but also to help people make the right decisions at the right times.Â Maybe even more importantly, to help them avoid making wrong decisions at the wrong time, especially when we are surrounded with uncertainty.Â If you have questions or concerns about your own situation or portfolio, do not hesitate to call or email us.
The information provided here is for general information only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Past performance is no guarantee of future results.
There can be no guarantee that strategies promoted will be successful and no guarantee of positive results.
The economic forecasts set forth in this material may not develop as predicted.
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.