Money Matters
Brought to you by: Community Partner Vision Financial Group, Inc.
You’ve got plenty of choices these days for things to worry about. Have you ever heard the Wall Street expression, “markets climb a wall of worry?” It’s the idea that financial markets are constantly on edge. Traders fret about how long a market rally can continue before it runs into trouble. Worry shifts from one news event to the next as traders attempt to build a case whether it’s time to go “risk-off” with a portfolio strategy.1
If you’re looking for something to worry about, you’ve got plenty of choices these days: the Delta variant, inflation, jobs, vaccines, Federal policy, taxes, unemployment, and so on. There’s no shortage of headlines to help boost investors up the wall. But by early August, the Standard and Poor’s (S&P) 500 index notched its 42nd record closing of 2021. And while past performance is no guarantee of future results, it’s important to keep in mind the S&P 500 has moved higher despite the wide range of economic and financial concerns.2
Our role as financial professionals is to help guide and equip clients with the tools they need regardless of what news “worries” the financial markets. We work with professionals who monitor the economy and interpret how the recent news may influence the overall trends. If you find yourself worried about the financial markets, please reach out. We’d welcome the chance to hear your thoughts.
-Vision Financial Group
4505 Pine Tree Circle, Birmingham, AL 35243
205-970-4909
Citations
- Investopedia.com, December 4, 2020
- MarketWatch, August 3, 2021
This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and risk tolerance. 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. The S&P 500 Composite Index is an unmanaged group of securities considered to be representative of the stock market in general. Index performance is not indicative of the past performance of a particular investment. Past performance does not guarantee future results. Individuals cannot invest directly in an index .Investment Advisory services offered through Investment Advisors, a division of Concourse Financial Group Securities, Inc., a Registered Investment Advisor. Securities offered through Concourse Financial Group Securities, Inc, a registered broker-dealer and member of FINRA & SIPC. Vision Financial Group, Inc. is independent of Concourse Financial Group Securities, Inc.
