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There’s an old saying related to the stock market that dates back to the time before computers, “Don’t fight the tape”. The term “tape” refers to the ticker tape that used to transmit the price of stocks. The idea, of course, is that when stocks are trending in a certain direction it usually doesn’t make sense to bet against the trend. This often holds true, at least in the short-term, even when reason might not agree. I’ve been communicating to my clients that fundamental reasons abound for potential growth in the economy and also stock prices. A friendly regulatory environment, favorable tax rules, low unemployment, earnings growth, low interest rates, increasing wages . . . the list is long and positive. But in some market environments, when human emotions and a steady stream of negative news have an impact on the buying and selling, business and economic fundamentals don’t seem to have as much influence as they should. We have likely entered such a period.
The following link is to an informative piece that I use often in new client meetings to help explain the investment strategies that we use. Bulls and Bears
I’m not going to debate whether we are in or entering into a Bear Market or not, investing is a long-term affair and the statistics all point towards the value of staying invested. This is the case even if it means riding out some rough periods which are historically far shorter than periods of growth as the attached graph clearly shows.
If you’d like more information on how to manage volatility within your investments and incorporating strategies that offer various levels of protection, please don’t hesitate to contact us!
Jack Schniepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®, ChFC®) and the owner of Cascade Financial Strategies. CFS is a registered investment advisor licensed in Oregon, California and Idaho. They specialize in socially responsible investing which integrates environmental, social, and corporate governance (ESG) criteria into portfolio construction.
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A Registered Investment Advisor
Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Bend, Oregon, California and Idaho (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).
An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator. Cascade Financial Strategies