Private Wealth Management Insights
September 2022 Market Commentary
For 2022, it may feel like the theme has been “nowhere to hide.” As this is written, the year-to-date performance of stocks is -22.17% and typically stable bonds are -13.54% through 9/22/2022.
So, what is going on? While no one knows for sure what drives the stock and bond market in the very short-term, I think it is safe to say there are a few issues that are weighing on investors’ minds:
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The Myth About Holding Individual Bonds
“My bond pays me 6%. It’s crazy that people own bonds yielding only 2%.” “My broker built a bond ladder of individual bonds. As long as I hold until maturity, it can’t lose value.” You may have heard statements like this before. If true, it certainly appears that holding individual bonds is superior to holding bonds via a mutual fund or ETF. But is it?
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Corporate Retirement Insights
September 2022 Market Commentary
For 2022, it may feel like the theme has been “nowhere to hide.” As this is written, the year-to-date performance of stocks is -22.17% and typically stable bonds are -13.54% through 9/22/2022.
So, what is going on? While no one knows for sure what drives the stock and bond market in the very short-term, I think it is safe to say there are a few issues that are weighing on investors’ minds:
Read More »
