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Why are the Equity Markets so volatile?

  1. Federal Reserve Policy that promises to increase interest rate.
  2. Extremely high rate of inflation.
  3. Global, Political and Military tensions between the West and the Soviet Union.
  4. All of the above.

The last time that the 3 Major Index’s were at record levels and suffered serious decline were in 2008 and drop significantly the same year. The Dow was at 13043.96 and by the end of 2009, it was down to 9034.  The Standard & Poor during the same time was 1447.16 and ended 2009 at 931.80.  The Nasdaq hit a new record low and dropped down to 1948.87.  Three years later all 3 Index’s fully recovered and by the end of 2021 were close to record highs. 

Please reach out to us to discuss your personal plans and situations and we will do our best to advise you for you.  Please remember that past performance should not be considered an indication for future performance.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost.

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