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Scary Headlines Make Me Chuckle

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You may have seen recent headlines like: “Dow Down 200 Points, 9-Day Losing Streak—First Time Since the 70s!” It’s a dramatic story, but is it the whole story?

In this week’s video, I break down the data behind the headlines, showing how the market has performed over the past week and the past year. The big takeaway? Market movements like these are normal and shouldn’t derail your long-term investment strategy.

Successful investing is about staying focused on your goals—not reacting to attention-grabbing headlines. Watch the video to see how perspective can make all the difference.

We’re here to help you stay on track with your financial goals. Let us know if you’d like to discuss this further.

Rule of 72

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Over the next couple of weeks Dylan will be doing a three part investment series covering the topics of the rule of 72, inflation, and compounding interest. These are timeless topics we love to share with our clients and encourage you to share it with anyone you think may benefit from it. Take a look at this video for the first part in the series.

Inflation

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We’re excited to present the 2nd part in our 3-part series hosted by Dylan. Today’s video is all about inflation. What inflation is, and how does it relate to investing & your money.

Compound Interest

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The final video in this 3-part series is about the power of compound interest. In this video Dylan shares valuable lessons about how compound interest works and a tool we use to show younger clients the power of saving early and often.

Staying the Course with Your Investments – Part 1: What a Difference a Year Makes

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In this week’s episode of Matt’s Minutes, Matt is starting a two-week, two-part series titled “Staying the Course with Your Investments.” In today’s video, Matt shares an interesting visual that shows what a difference a year can make, comparing returns in 2022 compared to 2023. Showing us that the quote “it’s darkest before dawn” holds true in this case. Also enforcing the importance of staying committed to our investments, even during challenging times. Click on the video above to watch the full video.

Staying the Course with Your Investments – Part 2: Stick to the plan

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This week is part 2 of our two-part series titled “Staying the Course with Your Investments.” We are discussing a hypothetical scenario with four different investor behaviors. By examining these four different investor behaviors, we can gain valuable insights into the importance of sticking to our investment plan. It can be tempting to make impulsive decisions based on short-term fluctuations, but staying the course is key to long-term success. Click on the video above to watch the full video.

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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services.

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