S & P 500 (“market”) Approaches Historic Highs. What Now?
June 29, 2020
On March 20, 2020, near the apex of investor, financial media, economic forecaster and big brokerage firm catastrophism, Fusion counseled our clients to take advantage of what we identified as one of the five best opportunities in the past 50 years. Admittedly, we weren’t predicting the 10 week rebound approaching 50%, which immediately followed (http://www.fusionfamilywealth.com/the-great-2020-panicdemic).
Many outside investors watched the ...More →
Behavioral Finance Tested By Extraordinary Times
TOM BURROUGHES, GROUP EDITOR April 30, 2020
The discipline of behavioral finance has evolved over recent years, and the massive economic changes wrought by COVID-19 give examples of how the insights are being put to work in the wealth management industry. There is still plenty of room for development and education, people working in the field say.
Human emotions ...More →
THE GREAT 2020 PANICDEMIC! HOW TO COPE
This crisis is more emotionally unsettling than most if not all I have ever experienced because it is the first time we have had to confront two concurrent fears, each of ...More →
Bull Markets are born on pessimism, they grow on skepticism, they mature on optimism and they die on euphoria
Sir John Templeton
While nobody can know where the market is headed in the short run, I learned long ago that to get a sense of the highest probability of where markets are headed in the intermediate term, studying recent market movements, market and economic trends, geopolitical and other current events is ...More →
Coronavirus and Your Wealth Plan – a Rational Perspective
As we enter the new decade, the media catastrophists continue to aid investors in allowing, even encouraging, human nature to destroy their investment plans and wealth with the sensationalized “reporting” on the Coronavirus.
On Friday, January 17 – after a dramatic 40% runup that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed ...More →
First, some historical facts about recessions:
1. There have been 11 since WWII, occurring on average, one year in seven and, on average, they last 11 months;
2. An inverted yield curve refers to when the yield on the two year treasury is higher than on the 10 year treasury. The economy has experienced a recession, on average, 17 months after an inversion occurs;
3. The inversion that ...More →
WAS GLOBAL EQUITY DIVERSIFICATION A TURKEY IN 2018?
We don’t have to be smarter than the rest, we have to be more disciplined than the rest.
Over our many decades offering investment advice, we’ve inherited many more portfolios that had investor problems than investors who had portfolio problems
–Fusion Family Wealth
Many investors, particularly prospective investors who interviewed Fusion in the latter part of 2018, expressed their concern that, “global diversification ...