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Integrated Wealth Management

Investing Newsletter - Jan 2022

Investing Newsletter (click image to open newsletter)

  • Vanguard’s 10-year forecast for U.S. equity returns is 2.3% to 4.3% per year; and for global equities it’s higher at 5.2% to 7.2% per year.

  • Market corrections are a good time to rebalance your portfolio and add back to stock holdings.

  • History shows that reaching a new market high doesn’t mean the market will then retreat.

  • It is wise to have a plan in place for the possibility of reduced future investment returns.