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The Impact of Inflation

Inflation is an important element of investing. In many cases, the reason for saving today is to support future spending. Therefore, keeping pace with inflation is a crucial goal for many investors.

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Recent Market Volatility

After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.

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Key Questions for the Long-Term Investor

At some point, most investors ask themselves questions like: “Do I have to outsmart the market to be successful?” or “Will a fund with strong past performance do well in the future?” A few key principles can help provide answers and improve the odds of investment success in the long run.

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The Uncommon Average

The US stock market has delivered an average annual return of around 10%. In most years, however, the return has been above or below the average, often by a significant amount. Understating the range of potential outcomes can help investors stay disciplined and increase the odds of a successful investment experience in the long term.

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Lessons for the Next Crisis

Capital markets have rewarded investors over the long term, and having an investment approach you can stick with-especially during tough times-may better prepare you for the next crisis and its aftermath.

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