Are we facing a stealth bear market? With volatility rising as the Fed rapidly shifts policy from easy to tight money,  Liz Ann Sonders and her team at Schwab advise investors on what to expect. Even in volatile markets, you can invest successfully. It’s a matter of having the right long-term strategy, as J.P. Morgan Asset Management demonstrates with an interactive flow chart. Your health documents may need an annual checkup. That’s according to healthcare expert John Samuels, who shares the details you’ll need to review.

Schwab Market Perspective: Slipping Gears — Many of the individual stocks in the major U.S. stock indexes are down 20% or more from their peaks this year, creating the equivalent of a stealth bear market. The Fed’s firm stance on controlling inflation by raising interest rates undoubtedly has contributed to increased market volatility. Read more…

Principles For Successful Long-term Investing — J.P. Morgan Asset Management offers an interactive flow chart to show investors how to successfully navigate your way through changing markets. Read more…

Your Medical Documents Need An Annual Exam — Many people procrastinate when it comes to completing or updating their medical documents until something goes wrong, but at that point it may be too late. Now is the best time for you to get your medical and end-of-life paperwork in order. The founder and CEO of Better Health Advisors, John Samuels, explains how to manage the process. Read more…

 

John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller

Disclosure – The articles mentioned in Mid Week with Day & Ennis are for information and educational purposes only. They represent a sample of the numerous articles that the firm reads each week to stay current on financial and economic topics. The articles are linked to websites separate from the Day & Ennis website. The opinions expressed in these articles are the opinions of the author and not Day & Ennis. This is not an offer to buy or sell any security. Day & Ennis is under no obligation to update any of the information in these articles. We cannot attest to the accuracy of the data in the articles.