As 2021 kicks off, we wanted to share a few blog posts that could help you and your clients navigate the coming year. These were among our most read blogs of 2020, but they continue to be relevant today.
The first reflects on the extreme concentration risk within the S&P 500 index. We believe this is an issue that will bear watching in 2021. The second offers several stats aimed at keeping clients invested through a bear market. We hope it provides a timeless reference guide for any client you have who may have trouble staying the course when volatility strikes. The third offers perspective on the historical divergence between growth and value stocks in recent years, which remains a topical issue.