5 Principles for Downturned Markets
The market looks like a roller coaster these days in response to a global crisis. John Moore Associates’ Brian Cochran explains five principles of downturned markets, including why it shifts, the role of the government, and what we may expect to see over time.
Any opinions are those of Brian Cochran, Jim Williams, or ABQ Connect, and are not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation.
At minute 8:42, the statistic for S&P 500 long term return was obtained from Standard and Poor’s. S&P Total Return Index data through March 30, 2020.
There is no guarantee that any statements, opinions or forecasts provided in the radio show will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Regular investing does not ensure a profit or protect against loss. Holding stocks for the long-term does not ensure a profitable outcome. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor’s results will vary. Past performance does not guarantee future results. The information given is not a recommendation to buy or sell any individual security or any combination of securities mentioned. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Raymond James is not affiliated with Jim Williams, ABQ Connect, or any of the mentioned organizations in the radio show.
Forbes Next Gen Best-In-State Wealth Advisors in 2019. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com. For the full list of advisors, please visit: https://www.forbes.com/best-in-state-next-gen-wealth-advisors/#224fdaaa3cbb
*The Forbes ranking of America’s Top Wealth Advisors (2017), developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of September 2017): 19,872 Advisor nominations were received, based on thresholds. 4,504 Advisors were invited to complete the online survey. 4,432 Advisors were interviewed by telephone. 923 Advisors were interviewed in-person at the Advisors’ location. Final list of the top 250 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. “Data provided by SHOOKTM Research, LLC Data as of 3/31/2018.