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Lions and Lambs, Bulls and BearsSubmitted by Mike Tarrant, CFP® on March 18th, 2018
March has always been a month of contrasts, and even some extremes; a transitional time of seasonal changes in both perspective and distance.
These changes remind us there is a natural rhythm to progression and growth - one that almost always involves some fluctuation between highs and lows. There’s a lot that goes on before a planted seed comes to full bloom, right? Same with stock market variations.
Bull markets occur when share prices are rising, encouraging buying.
Bear markets mean prices are falling, encouraging selling.
Lions and lambs are just a part of that old March weather adage, but I like the way it works here with bulls and bears.
Market changes remind us that instead of getting caught up in a single moment of soaring or slowed momentum, we need to pay attention to the whole cycle of movement that can lead to long-term success. It’s important to let your investment strategy grow and mature with strategic patience.
In fact, if we stand back and view it in its entirety - especially compared to other investments like gold, housing, Treasury Bonds, and oil - we can see that the stock market has still out-performed all of these, with assets that have weathered abrupt storms yet have continued to increase, through the tests of time.
So, in this month of change, I invite you to take a look at some of the best, most astute industry expert analyses and resources that illustrate - concisely and effectively - what I think you need to consider while gaining perspective on investment patterns.
This chart demonstrates how market fluctuations, in the context of historical performance, are not only normal, but should always be expected. And in the accompanying videos, you'll get quick but persuasive tips on how to view recent market volatility, as well as a caution about reacting to bursts of activity in what has proven to be a resilient record of overall performance.
When you take a moment to view the market with the distance and context these resources provide, I think you'll appreciate the impact a simple shift of perspective can make when assessing the performance of your own portfolio over time.
I understand it can feel natural to react to what seems like sudden or sharp shifts in market activity. But rest assured that your financial plan is carefully crafted to accommodate normal changes and corrections in the market.
While I am confident in our strategy, please always feel free to contact me with any questions or comments you may have.
WATCH THESE VIDEOS
- Not a Heart Attack. Just Heartburn. – Wesbury 101 Video Commentary, 2/2/18
- Don’t Time A Correction– Brian Wesbury; Monday Morning Outlook, 1/16/18
- 2018: Dow 28,500, S&P 3100 – Brian Wesbury & First Trust 2018 Forecast, 12/18/17
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a Registered Investment Advisor. Integrated Financial Group and IFG Advisory, LLC, are separate entities from LPL Financial.