We hope this finds you and your families well! As the summer kicks off, we wanted to reach out with a mid-year greeting and share some thoughts on the current environment and the markets.
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The Chicago Board Options Exchange’s Volatility Index (VIX), often referred to as the “Fear Index”, has risen to its highest peak since the earlier days of the COVID-19 Pandemic, confirming the prevalence of a sentiment that we all likely have been feeling. Investors are afraid.
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We often get questions like the following from our clients:
“Do you think the market is going to keep going up?”
“We’re due for a correction soon, don’t you think?”
“The market has hit an all-time high. Should I hold off on investing my cash?”
We are living through a historic episode in world history. COVID-19, more commonly known as the coronavirus, has presented a serious threat to the health and well-being of our global community.
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Since February 21, the S&P 500 has corrected over 12%. This pullback is the quickest correction on record. The market peaked on February 19 and experienced significant selling pressure last week. Year-to-date, the S&P 500 is down 8%, while the JSO Equity Model Portfolio declined 4%.
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We begin the new year and new decade with much to be thankful for. 2019 was a terrific year for the stock market and an important year for our firm. We expanded the team and feel even better prepared to help our clients navigate the investment landscape and manage their wealth.
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Welcome to our first quarterly investor briefing. In these briefings, we will provide an update on what we are seeing in the markets and keep you abreast of the performance of the JSO Equity Model. For more details, we encourage you to contact us directly.
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