In this episode of Matt’s Minutes, Matt shares a tale of five investors. In this story, each of these investors received a cash gift from their fairy godmother to invest. Some investors used their gifts wisely, making strategic investment decisions and multiplying their wealth; others did not. Click on the video above to see the various outcomes for the five investors.
In this week’s Matt’s Minutes, we discuss a common pattern that has emerged over the years regarding the bottom of the market. Matt talks about the “unscientific science” behind client calls and market timing that may surprise most. Essentially in our experience, the most concerned calls and emails from clients have historically peaked at a time when the market is bottoming out. This isn’t a prediction of what we think is about to happen but calls and emails recently have hit an all-time high and it will be interesting to see where the market goes from here.
Dylan discusses a hot and at times contentious topic. With the upcoming mid-term elections, you may be wondering how that may affect the stock market. Check out the video above to see Dylan breakdown some historical trends of the market during election periods. Once the midterm elections are over, we will be sure to follow up with some additional commentary.
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Matthew Ross has been named 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received, and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
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