Checklist for Down Markets

How did it feel in both 2015 and 2016 when for the entire month of January, the stock markets (the S&P 500) started the year DOWN 3.1% and down 5.1%, respectively? Isn’t January supposed to be an UP month? It did not feel great then and it doesn’t feel great at any time in the year.

The following is a worthwhile commentary and check list (from a 2014 edition of TGIF 2 Minutes) that can serve as a “gut check” for investing when markets experience months or longer periods of meaningful declines. Even if you have read these before, consider reviewing again for perspective and direction.

Continue reading “Checklist for Down Markets”