Two of the biggest economic stories of 2020 have also been a significant trend over the past decade too. The trend in mortgage rates and gas prices, and the impact on their respective markets are rather eye opening in two Sandbox charts.
Time to refocus your post election stress to your financial plan. We remain bullish and optimistic into next year and provide some clarity, charts and guidance for your investment review.
Stock markets are reacting to the upcoming presidential election, a lack of stimulus and the ongoing coronavirus pandemic. Sandbox Financial provides perspective and how we are navigating our clients through this turbulent time.
Over the past 150 years, a 60/40 balanced portfolio of stocks and bonds have produced similar returns regardless of the President's party affiliation. Politics and Investing.
Politics and Investing. Politics are very important to shaping the social and economic direction of our country. However, investing on your political view may not produce the best results for your money. We review investing over various political administrations and how it has impacted the markets and your money.
Starbucks is a great example of a high quality, global company that has done a great job branding. Their stock price has seen large fluctuations since it's IPO but has rewarded long term investors. We provide an Investment 101 in our most recent Sandbox Blog post using Starbucks as our example.
S&P 500 is now positive in 2020 yet roughly 2/3 of the companies in the index are still negative on the year! Under the hood, 320 of the 500 companies are still negative. Thanks to Amazon, Microsoft and Apple for the help.
A great visual chart of the major pullbacks in the S&P 500 since the end of Financial Crisis (2009). From the prior recession low, just over a decade ago, there have been many bumps in the road but we have seen stock markets move significantly higher.
Despite many news worthy headlines in 2020, this is also an election year. History shows that the stock market has statistically predicted the winner of the presidential elections 87% of the time.
The Stock Market is Flat over the last 12 months, which is a Good Lesson for Investors.