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Tag: investments

Q3 2020 | Quarterly Market Review

IN THIS EDITION OF OUR QUARTERLY MARKET REVIEW WE PROVIDE DATA AND ANALYSIS ACROSS MARKETS AND INVESTMENTS.

This quarterly market review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

investments, markets, Quarterly Market Review, stocks, value vs growth

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Q2 2020 | Quarterly Market Review

WellAcre

IN THIS EDITION OF OUR QUARTERLY MARKET REVIEW WE PROVIDE DATA AND ANALYSIS ACROSS MARKETS AND INVESTMENTS.

We also share an article that advises long-term investors on how to react to a volatile market and potential recession.  

“With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable if one hasn’t already begun.1 From a market perspective, we have already experienced a drop in stocks, as prices have likely incorporated the growing chance of recession. Investors may be tempted to abandon equities and go to cash because of perceptions of recessions and their impact. But across the two years that follow a recession’s onset, equities have a history of positive performance.”

coronavirus, investments, Quarterly Market Review, recession, volatile markets

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Five Ways to Ensure Your Money is Bringing You Happiness

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Money makes us happy, doesn’t it? Well, not necessarily. Money and happiness researcher Elizabeth Dunn says there are five key principles to live by if you want to derive maximum happiness from your money. In her book Happy Money: The Science of Spending, co-authored with Michael Norton, Dunn says there are five keys to money happiness:

  1. Buy Experiences
  2. Make it a Treat
  3. Buy Time
  4. Pay Now, Consume Later
  5. Invest in Others

Dunn doesn’t try to convince you to spend less, just to make sure you’re getting the most intrinsic happiness possible from your spending. Let’s delve deeper into each of her five principles.

financial planning, investments, wealth management

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Is Impact Investing Right for You?

hand heart

There’s a growing trend among investors – both individuals and institutions – to use their money to effect positive change in the world. For these investors, gone are the days of simply calculating which funds will generate the greatest returns. Instead, impact investors choose where to put their assets based upon their desire to improve the world in some way, while earning money in the process.

Could impact investing be right for you? Well, if you consider yourself a bit of an activist for one or more societal or environmental causes, it could be. Let’s examine the pros and cons of this investment trend.

charitable donations, financial planning, investments, wealth management

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© Wellacre Global Wealth Advisors 2020

WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.