#150: The Bear Market Impact On Your Portfolio

We are talking with a lot of clients about the volatility of the markets. Yet the media has come out saying that this is the best rally we have seen in a very long time. We believe we are still in a bear market.

What happens in a bear market?

In a bear market we usually have short and big rallies. When we are coming out of a bear market we see more stable and sustaining rallies. We are currently seeing big percentage rallies but not anything sustainable. These rallies are based on rumors much like what we have seen in the oil markets. Rumors from Russia, Iran, and OPEC have moved the oil market to rally up with falling numbers shortly after. We still don’t see oil prices going up any time soon.

Preparing for how Great Britain could affect your portfolio

Great Britain will vote on June 23rd whether or not to stay in the European Union. It’s not front page news now but it will be soon. This is big because even just the fear of Britain leaving the European Union would negatively impact our bond markets. This morning, this fear is already affecting currency markets. Even though this is not big news yet, we want to be prepared for it when it happens.

Preparing for how the Presidential election could impact on your portfolio

As the Presidential campaign narrows down to fewer candidates people will begin to dig deeper into their policies and plans. This is when the markets can start reacting to these candidates’ policies. We can expect more volatility as the election moves forward.

Other factors that could impact your portfolio

    Throughout the week

  • Several Fed. Governors will speak this week

  • Manufacturing Numbers report

  • Consumer Confidence report

  • Existing Home Sales report
  • New Home sales report

  • Jobless Claims report
  • Durable Goods Report

  • GDP Report
  • Personal Income

As you can see there is a lot going on this week that could move the markets and your portfolio. We believe we are in a bear market and will continue to stay in a defensive and conservative position in our portfolios.


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Greg Powell, CIMA
Wealth Consultant
Email Greg Powell here

Bobby Norman, CFP®
Senior Vice President
Wealth Consultant
Email Bobby Norman here

Trey Booth, CFA®
Senior Vice President
Email Trey Booth here

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in the presentation may not develop as predicted.

Stock investing involves risk including potential loss of principal.


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