by sochafinancial | Apr 18, 2022 | Educational
In our 2021-year end commentary we wrote about how we expected more volatility in the equity market and a difficult year ahead for bonds as fiscal stimulus declines and monetary policy begins to tighten. However, we did not expect a stock market correction to begin...
by sochafinancial | Mar 30, 2022 | Educational
Changing your investment mix can backfire. Consider three hypothetical investors, who took three different paths. As shown in the chart below, each had a 50% stock/50% bond portfolio during the downturn that ended in March 2009. One held tight and maintained the same...
