Complacency in Markets is a Problem

Complacency in markets is a problem, especially for those that do not have the horizon to recover a drawdown. The S&P 500 just experienced back to back 20%+ years, the first time since 1997. In the past decade most market drawdowns were recovered in less than a year (2022 took closer to 1.5yrs) – significantly […]

InvestmentNews: RIAs confident, not complacent, about market gains after election

Heading into 2025 there is significant bullish sentiment on market return expectations among RIAs, with 20% expecting 10%+ S&P 500 gains. While we expect markets to be higher, we also expect to see meaningful volatility along the way. Because of this, it’s critical for investors to avoid complacency—especially after two years of exceptional equity performance. […]

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