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Four Hard Investing Lessons From 2022 With Silver Linings

Validea

Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. While some of that outperformance was due to improving fundamentals and earnings, most of it the returns came from the valuation investors assigned to these stocks. Source: [link].

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Market Correction: What It Is and Why Market Corrections Matter

Walkner Condon Financial Advisors

The index’s loss of 6.24% in 2018 was paltry compared to its 38% loss in 2008 and three consecutive double-digit down years of 2000-2002. This helps to illustrate the fact that market corrections are common over most periods of time and should be viewed as the market resetting stock valuations back to a more fundamental level.

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Market Grief – What comes after acceptance?

David Nelson

I accept that rising rates means stock valuations have to go lower. this year so at the very least much of the valuation correction is behind us. Growth vs Value October 2002 – December 2007. The bottom occurred in October of 2002 as we were gearing up for the war but even here value outperformed by a wide margin.

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Optimism vs. Pessimism: Defining Your Investing Future

Validea

Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses). Valuation Concerns: Some technology stocks have high valuations, which means you could be buying at a high price, increasing the risk of a correction.

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The Impact of Public Retirement in Texas

Park Place Financial

For plans with amortization periods exceeding 30 years during three consecutive annual actuarial valuations, the plan and sponsoring groups must form an FSRP. Texas Legislature offered several benefit increases in the 1980s and 90s when the debt was lower, but no increases have occurred since 2002.

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Proposed Tax Law Changes Prompt Estate Planning Review

Brown Advisory

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.

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Proposed Tax Law Changes Prompt Estate Planning Review

Brown Advisory

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.