As additional volatility in the global equity market continues, we thought it would be a good time to send along some data that we felt very relevant and timely to express the importance of remaining committed to your investment plan and approach, even when performances are poor.
We realize that there are countless items online these days that provide insight, opinion, and perspective, however we continually favor seeking analysis consisting of factual data that places into perspective, the context of current events coupled with the factual data, to help clients shape their thinking about things over the mid to longer-term. The attached piece was generated by a mutual fund company we feel has one of the best research departments in existence.
While times today are uniquely different than in the past, what remains consistent are the same fundamental key forces driving economic activity (today and in the past) such as interest rates, the unemployment rate, average hourly wages, and inflation. The piece from American Funds does an excellent job displaying the historical fundamental data of the past coupled with real life events (headlines), that together, fully shaped the historical fluctuations in the equity and fixed income market. As you review the information, we believe you will find this to be a really “good read” and we encourage you to take the 5-10 minutes to review it.
As always, if you have any questions regarding the attached or if you would like to discuss your portfolio in more detail, please feel free to give us a call at your convenience.
On behalf of all of us here at WIT Capital, thank you for allowing us the continued opportunity to be of service on your investments!
CLICK HERE to read article: Keys To Prevailing Through Stock Market Declines
The attached guide is being provided for informational purposes only and should not be relied upon as investment advice. Equitable Advisors and its affiliated companies are not affiliated with The Capital Group Companies, Inc, or American Funds Distributors, Inc., member FINRA.
PPG-4767834.1 (6/22) (exp. 6/24)