SWCM Market Dynamics

Since the October lows, the S&P 500 is up nearly 100%, and during this period, SWCM clients have had returns significantly higher than the S&P. Given this, the market's overall trend is likely to be higher in the coming years. See the chart below. 

Here's what the previous five bull markets that made it this far looked like. The bottom line? Continued gains would be perfectly normal. We expect the same going forward.  Stay invested.  

It's important to note that continued volatility is expected as we navigate numerous obstacles in the geopolitical and macroeconomic environment. Overall, the fundamentals of the companies we own and are invested in remain solid and undervalued. More to follow.

Please feel free to reach out if you're interested in discussing this further or if you have any insights to share. Stay focused on the long term, and we will do very well. If you own an old 401(k) or retirement account, consider rolling it over to an IRA and investing wisely.

I am always willing to discuss this approach to investing. If you have any questions or concerns about your investment portfolio, please feel free to call or reply to this email. I am always here to provide you with additional investment resources.

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