As an investor, it would be understandable to abandon ship and sell off equities because of perceptions of a recession and its impact. However, history tells us another story. Dimensional Fund Advisor’s Q2 market report shares data covering the last 15 recessions in the U.S in the past century. Across the two years that follow a recession’s beginning, equities have had a history of positive performance and investors tended to be rewarded for sticking with stocks.
We know times like these can appear stressful and uncertain. At Soundmark, we plan and prepare for volatility like this. We work with our clients to make intelligent decisions, based upon financial needs, not market movements. If you have questions about your long-term financial plan, let’s connect. Your life awaits, plan with confidence.