Was September the end of the market’s winning streak? Schwab’s chief investment strategist Liz Ann Sonders explains the current dynamic and advises investors how to navigate the shift. The past few weeks have seen the markets become jittery. What’s happening? David Lebovitz of J.P. Morgan offers a forecast for early 2022. As we age, cognitive decline becomes an investment risk. But it can be planned for, just as we prepare for other risks in the markets. Mark Miller writes about an online tool to help investors get started.
Flavor Of The Weak: Notable End To Some Key Winning Streaks — September held true to its history of being the worst month for performance on average since the index’s inception in 1928. Schwab’s Liz Ann Sonders believes we may be shifting to a higher plane for inflation in the medium term—especially if the pandemic continues to exacerbate already-severe supply chain bottlenecks. She advises investors how to manage the situation. Read more…
What Is Behind The Rise In Volatility? — It seems that concerns around fiscal policy, monetary policy and the economic recovery have taken hold. This, coupled with a sharp rise in interest rates, has put downward pressure on risk assets. David Lebovitz, asset manager for J.P. Morgan, offers analysis and a forecast. Read more…
Facing The Reality Of Cognitive Decline — The need to plan for this risk is great—and it’s something that should be on the radar screen of planners. Investors should consider this type of planning as a form of insurance—the problem might occur, and it might not—but if it does, you’re ready. Mark Miller discusses how to get started for WealthManagement.com. Read more…
John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller
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