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Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

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    Guide to the Markets
     
    Guide to the Markets - Monthly Update
     
    "On the Bench Appendix"
     
 
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Staying balanced in volatile markets

Building and maintaining an appropriate asset allocation can help 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.

Economic Expansions and Recessions
A diversified portfolio can help increase income
 
  • Seven years ago, the annual income from $100,000 6-month CD was roughly $5,000. Today, it is a small fraction of that, and well below the rate of inflation.
  • Although the dividend yield of the S&P 500 is now below the yield of 10-year Treasuries, yields of non-U.S. equities are typically higher than those of U.S. stocks, suggesting attractive income opportunities may exist abroad.
  • 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.
 
Discussion Slides
Cash Accounts
Asset Class Returns
Diversification and the Average Investor

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