Use select charts from the Guide to the Markets to engage in portfolio discussions.
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Staying balanced in volatile markets
Building - and maintaining - an appropriate asset allocation can help you increase returns and reduce volatility over time. Market volatility can be an opportunity to rebalance back to an allocation that reflects your investment and income objectives, time horizon and tolerance for risk.
A diversified portfolio can also increase income
- Only six years ago, the annual income generated by a $100,000 6-month CD was roughly $5,000. Today it is a small fraction of that, and well below the rate of
- Today, the dividend yield of the S&P 500 is higher than the yield on 10-year Treasuries, and yields of non-U.S. equities are typically higher than those of U.S.
- Parking savings in cash might seem like the safe choice at times, but it may also require investors to take on additional risk later in an effort to make up lost ground.