Arcadia Wealth Management

Third Quarter 2024 – Quarterly Market Review

OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: Looking to Stick the Landing? Shake Off the Volatility. CONTINUE READING

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The Japanese market fell hard on August 5. Volatility and investor anxiety quickly spread through global markets. What followed was a prime example of why, in the face uncertainty, investors who keep their focus on the long term are often rewarded.

Not So Fast! Lessons From a Short-Term Panic Event

Key Takeaways Japanese stocks experienced a historic single-day decline in early August. However, the market rebounded rather quickly. The decline was followed by a spike in global market volatility, with the CBOE Volatility Index (VIX) reaching levels seen only during major financial crises. Historically, as with this example, keeping focus on the long-term and staying

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Here’s the bottom line. Markets may experience heightened volatility leading up to elections, but that tends to pass, so we shouldn’t let that scare us from sticking with our portfolios.

Think Big Picture When It Comes to Elections

Key Takeaways With election uncertainty often comes increased market volatility, but this typically subsides after the election. Historical market performance has varied widely around elections but has on average been positive regardless of which political party has been victorious. Market timing based on elections is risky and unlikely to outperform a consistent investment strategy. While

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Second Quarter 2024 – Quarterly Market Review

OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: Reality Meets Expectations for the Mag 7 CONTINUE READING

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We unpack the beenfits of the shift to a shorter T+1 settlement cycle for U.S. securities.

Going Back to T+1

Key Takeaways The move to T+1 settlement for U.S. securities represents a significant development expected to reduce counterparty risk for investors. The shift is a continuation of a longer-term trend toward shorter settlement cycles driven by technological advancements. Other non-U.S. markets have already enacted T+1, with more markets expected to follow suit. Every trading day,

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QMR Q1 Arcadia

First Quarter 2024 – Quarterly Market Review

OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: The Next BlackBerry? CONTINUE READING

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