Page and Associates Ltd.

Family Wealth Management

  • My Account
  • Home
  • About
    • Our Team
    • Our Admin Team
    • Professional Network
    • Join Our Team
  • Our Services
    • Financial Planning
    • Investment Management
      • Guaranteed Investments
      • Variable Investments
      • Tax-Sheltered Plans
      • Portfolio Construction
      • Comprehensive Investment Management
    • Life and Health Insurance
  • Resources
    • Articles
    • Financial Strategies
    • Links
  • Testimonials
  • News
  • Contact

December 6, 2022 By Page and Associates

Portfolio Benchmarks to 2022 November 30

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Uncategorized Tagged With: benchmark, invest, investment, portfolio, return

November 4, 2022 By Page and Associates

Portfolio Benchmarks to 2022 October 31

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Uncategorized Tagged With: benchmark, index, invest, portfolio, return

October 11, 2022 By Page and Associates

Portfolio Benchmarks to 2022 September 30

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Investments, Markets Tagged With: benchmark, index, invest, portfolio, return

October 3, 2022 By Page and Associates

Getting Long-Term Bullish


Portfolio manager Ben Carlson reviews various past bear markets and their performance in the years following. He acknowledges the discomfort and pessimism that usually come with bear markets: “It doesn’t take a genius to point out the bad stuff today. Being bearish is easy right now.”

He also argues that being bullish for the long term is supported by history, even if you may still be bearish in the short term: “The stock market doesn’t fall 25-30% or very often and when it has in the past it’s provided solid returns when your time horizon is measured in years as opposed to days or months.”

He reminds us that very single bear market in the history of U.S. stocks has resolved to new all-time highs eventually, and that buying stocks when there is blood in the streets is generally a wonderful idea historically speaking.


https://awealthofcommonsense.com/2022/10/getting-long-term-bullish/

Filed Under: Investments, Markets Tagged With: bear market, bull market, invest, market, portfolio

September 14, 2022 By Page and Associates

Portfolio Benchmarks to 2022 August 31

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Uncategorized Tagged With: benchmark, index, invest, portfolio, return

  • « Previous Page
  • 1
  • …
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • 13
  • Next Page »

Contact Us

Register For Our Newsletter
  • Home
  • About
  • Our Services
  • Resources
  • Testimonials
  • News
  • Contact
  • My Account
  • Privacy
  • Legal
  • Contact Us

Copyright © 2025 Page and Associates Ltd. Mutual Funds and Segregated funds provided by Fund Companies offered through Worldsource Financial Management Inc. sponsoring mutual fund dealer. All other services provided by Page and Associates Ltd.