June Market Review
July 21, 2022
Click to Read Full Report: June Market Review
Source: AssetMark's "On The Mark"
"Record high inflation, rising interest rates, and recession fears led equities lower in June. Emerging markets (-6.6%), outperformed both US (-8.3%) and international equities (-9.3%) during the month. Within emerging markets, Chinese equities gained 6.6% as COVID restrictions were gradually eased. 1 US equities officially entered a bear market in June as the market fell 20% from its January 2022 peak. 2 While 2022 has been challenging, US dividend stocks have suffered the least, down 6.7% year-to-date as investors have leaned into higher-quality names amid the uncertainty."... continue reading HERE.
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Rob walks through the exact framework affluent families use to build, protect, and sustain wealth across generations.
Here’s what we discuss in this episode: π Heavy Plans: Why bigger binders don’t mean better planning π Estate Simplicity: Is a will alone enough? π Spousal Income: The real financial impact after a spouse passes π Stocks-to-Bond: Why age alone shouldn’t drive investment shifts βΈοΈ Spending Freeze: Why “just spending less” rarely works in downturns
Financial advice often gets reduced to performance, products, and transactions. But when life gets complicated (market downturns, health challenges, family stress) those things alone aren’t enough.
