This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.
The Tax Cuts and Jobs Act legislation has been passed by Congress and signed by the president. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed here. Most provisions are effective for 2018. Many individual tax provisions sunset and revert to pre-existing law after 2025; the corporate tax rates provision is made permanent.
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.
Our Q3 2017 market report features a timeline of events with a global overview and returns of stock and bond asset classes in the US and international markets.
This article by Morningstar points out that fear-based or emotional decision making can wreak havoc on an investor’s long-term investment performance, and explains why “investor behavior” is considered the number one determinant of an investor’s long-term investment performance, ahead of asset allocation, taxes, or fees.
Uncertainty is an inherent and ever-present part of investing in markets. When markets go up and down, however, many investors struggle to separate their emotions from their investments. This Issue Brief explores these sentiments and what it means to be a long-term investor.