At Investors Advisory Group (IAG), we are invested in client relationships that go beyond the numbers. We’re more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 30 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients’ lives by sharing our knowledge, experience, integrity, and spiritual commitment.
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“The world of financial planning is far too complex to not have a financial advisor on your team. Our team's goal is to help you achieve your goals.”
Susan Kuhlenbeck, VP, Co-Owner
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Last Wednesday’s blog highlighted the rarity of stock market record highs. That very same day the U.S. financial markets turned in their biggest drop of the year. No, we do not have prognosticative abilities. But we like it when the market helps prove our point.
In our view, last week Wednesday’s drop was a bull market jungle test.
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Over the last 8 trading days, the S&P 500 Index has reached 4 new record highs. That is fairly rarified air.
Since January 1, 1951, there have only been 1,161 trading days on which the S&P 500 reached a record high. That is less than 7% of all trading days.
This means that an undiversified portfolio holding only U.S. large cap stocks would be worth less than its peak value 93% of the time. Not very uplifting is it?
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