On July 1, we woke to learn the stock market posted its worst first half since 1970.  The bond market did not do well either in the first six months. Today we review the investment markets for the first half of this year, and offer some thoughts about what you can do to weather this storm.

In this episode:

0:00 – Intro

0:14 – Disclaimer

0:34 – Stocks and bonds in the First Half

3:02 – A unique year for investors

4:12 – Something interesting: Some of the pandemic “winners”

6:53 – How does this bear market stack up?

8:28 – Is it as bad as we imagine?

9:21 – The four most dangerous words in investing.

10:36 – The next 100% move in stocks.

11:56 – Bad times make investing harder

13:40 – Working behind the scenes

To watch the full episode and see the charts please visit: https://cfswv.com/cfsblog/first-half-2022-investment-review

A dismal first half

Stocks and bonds both suffered losses in the first half of the year.  This created some real challenges for all of us.

A Unique Year

This is the first time in a long time we have seen stocks and bonds both decrease significantly. 

Some interesting data:  A few pandemic “winners”

 Several companies did very well during the covid pandemic.  Below are just a few examples of companies that enjoyed a meteoric rise.  Unfortunately, many of them also had a massive crash!

The Next 100% Move in Stock Prices.

Nobody really knows which direction the next 20% move in stock prices will be.  We are pretty confident which direction the next 100% move will be.

Appearing in this video

Derek Bailey – Derek is the Commonwealth Financial Services Research Coordinator.  He closely monitors the investment markets and reviews investments we use to help our clients.

Daniel Spurgeon, CFP® - Dan is a Certified Financial Planner™ Professional in Parkersburg, West Virginia.  He specializes in retirement planning and wealth management.

Neal Watson, CFP® - Neal is a CFP® Pro in Marietta, Ohio.  He has been a financial consultant for 26 years.