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After a turbulent 2021, everyone is ready to get back to their normal lives. But for investors, getting back to normal might require adjusting expectations, especially after three years of tremendous returns. The good news is that even when markets conditions return to normal, there is still plenty for investors to look forward to in the year ahead.
Some investment objectives exist far over the horizon. Planning and investing for extremely long-term goals, such as multigenerational wealth planning for children, grandchildren, or philanthropic goals, often requires a different set of strategies, habits, and tools than those used for nearer-term goals. The greatest difference is not necessarily the types of investment strategies or vehicles employed. Rather, it lies in the mindset of the investor.
So far, 2021 has been a year of notable growth for the economy. But as we entered September, a shift in the markets began to occur in part because of several areas of disruption in the global production cycle. Tune in to learn more about these bottlenecks and what could happen if they are not resolved in the short term.
Read on to learn more about the relationship between risk and reward, how to understand your own tolerance for risk, ways to reduce risk through diversification, and where you can look to find reputable sources of information about investments.
Over the past year, we have endured a period of massive uncertainty driven by a global healthcare crisis and its economic impacts, compounded by racially charged social tensions and a contentious U.S. election season. No doubt, we will feel 2020’s impact on our lives, families, household finances, and the economy for many years. While the past year has highlighted deeply rooted issues that need addressing, hopefully we are closing in on the light at the end of the COVID-19 tunnel. At the risk of giving the all clear too soon, it might be worth a look in the rearview mirror while our feelings are still fresh.
Q: I am planning to retire next year. What should I be doing to prepare given uncertainties in the markets and economy?
The 2015 movie The Big Short chronicles the market and economic forces that led to the financial crisis in 2007. Based on a Michael Lewis book of the same name, the film’s all-star cast explains the crisis’s origins through the stories of a handful of analysts and investors who saw the meltdown coming, bet on it, and made a lot of money.
The turn of the 20th century was a time of high optimism and enthusiasm for the future. This Age of Hope was fueled by technological innovations such as mass communication, mass mobility—with the advent of affordable personal automobiles—and the extension of education to nearly everyone.
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