Envestnet Institute
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Comfortable Being Uncomfortable
Where T. Rowe Price is hunting amid the market confusion.
Market Volatility In Perspective
As investors remain on edge, focused on the short term, it might be a good time to reach out and help them keep things in perspective. Use this chart with clients to help them understand the importance of staying invested long term.
The Do’s and Don’ts for Periods of Market Volatility
We know it has been a stressful week for everyone involved in the market. In times like this, knowing what not to do is just as important as knowing what to do.
Volatility Highlights the Need for Behavioral Coaching
If history has shown us anything, it’s that the stock market is destined to go through another sustained down period. Are you and your clients prepared for a potentially more challenging investment environment ahead?
Keeping Emotions in Check – A Historical Guide to Market Volatility
One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.
In Times of Volatility, See People, Not Just Their Portfolios
Hey, how are you doing? With the return of stock market volatility, an even better question is how are your clients doing?
A Macro View - July Monthly Recap
Domestic equity markets posted another month of positive returns, reaching new all-time highs, as investors priced in the upcoming Federal Open Market Committee’s (FOMC) rate cut decision. On July 30 and 31, the FOMC met and decided to lower the target range for the federal funds rate to 2% - 2.25%, a reduction of 25 basis points, and the first rate cut since 2008.
A Macro View - The Economy and Markets
Volatility creeps in. US equities were mostly volatile this week as evidenced by the 800-point drop in the Dow Jones Industrial Average, its biggest decline this year. But it gradually picked up later in the week, adding close to 100 points after the retail sales data was released Thursday, and posted a strong opening on Friday.
Market Week in Review: The China-U.S. trade war escalates. Could a recession follow?
U.S. President Donald Trump’s Aug. 1 threat to impose 10% tariffs on the final $300 billion of Chinese imports drew a swift response from China, which devalued its exchange rate and halted all agricultural purchases from the U.S. The retaliatory measures quickly sent markets into a tailspin, with both the S&P 500® Index and the Dow Jones Industrial Average logging their steepest losses of the year on Aug. 5.
Washington Update: In Washington this Fall, Plenty of Whimpers and a Possible Bang
In The Hollow Men, poet T.S. Eliot famously said the world would end “not with a bang but with a whimper.”
Why Factor Investing Isn't Working
Washington Update: On Data Privacy, Look to the States
As data breaches dominate news cycle after news cycle – at a seemingly exponential rate – have federal policymakers started to pay attention to the issue?