March Investment Financial Newsletter

by Financial Design Studio, Inc. / March 23, 2020

March Investment Financial Newsletter

A lot has happened since we published last month’s February Investment Newsletter. At that time, the S&P 500 was making new record highs and economic data was solid. There were very few signs of trouble.

Fast forward three short weeks, and the landscape has changed dramatically.

The Coronavirus, which started quietly in China back in January, rapidly expanded to South Korea and Italy at first. And eventually, to the United States. The stock market responded, entering bear market territory by declining more than 20%.

We’re not going to rehash all of our latest thoughts on the virus’ impact. Our latest thoughts are on our blog.

Instead, we think it’s important to consider the broader ramifications of what we’ve just experienced in the markets.

Retirement plans, in particular, depend on making assumptions about future investment returns. With U.S. Government bond yields plunging to less than 1%, we need to take a step back and see how that might impact financial plans.

View the full Financial Investment Newsletter here. >>