With the S&P 500–or broad U.S. stock market–off over 20% as of June 30, most 401(k)s and investment accounts are down well below January highs. Investors will open their June statements to see year-to-date declines, even if their portfolio held only low-risk government bonds which have also swooned as interest rates ratcheted higher. Experienced investors […]
Tag Archives | investment decline
Ask Mari: My Investments Were Down In January. What Gives?
Question: When I opened my January 2022 statements, I was surprised to see my portfolio lost value compared to the month before. What happened? Answer: We all know that investments – especially stocks – go up and down in value. Still, it comes as a surprise to many investors when they open their monthly statements […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
