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Major Indexes For Week Ended 11/13/2021

Index Close Net Change % Change YTD YTD %
DJIA 36100.31  -227.64  -0.63  5,493.83  17.95 
NASDAQ 15860.96  -110.63  -0.69  2,972.68  23.06 
S&P500 4682.85  -14.68  -0.31  926.78  24.67 
Russell 2000 2411.78  -25.30  -1.04  436.92  22.12 
International 2364.20  -9.07  -0.38  216.67  10.09 
10-year bond 1.58  0.13    0.66   
30-year T-bond 1.95  0.07    0.30   
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.


Five Observations For Investment Planning For The Decades Ahead

Updated Published Friday, November 12, 2021 at: 8:08 PM EST

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Here are 21 crises that occurred since 1957 charted against the performance of the Standard & Poor’s 500 index, a benchmark of the stock market and proxy for measuring the progress and strength of the United States. 

Looking back on 64 years of modern American history, here are five observations to help investors plan for the decades ahead: 

  • From the late 1960s through 1995, stocks annually averaged less than the 7% rate averaged over the past 64 years. 
  • In 1997, the tech bubble began to form, and stocks soared for three years, through June 2000. It was the tech-stock bubble. It burst in mid-2000, and stocks plunged for nearly three years, through March 2003. 
  • Stocks have soared since the March 2020 Covid bear market low but are not even close to veering off the 7% trendline like they did in the tech-stock bubble of 2000. 
  • The Cold War with the Soviet Union does not figure prominently. A new cold war with China may also not be that important to American prosperity. 
  • Not reflected in this chart is that yields on bonds are lower than ever in U.S. history, which makes stocks more valuable relative to bonds than in the past. Stocks and bonds are the world’s two dominant investment asset classes. Stocks could veer further upward from the 7% trendline because of the new valuation paradigm of stocks versus bonds. 

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The Standard & Poor’s 500 stock index closed Friday at 4,682.85, fractionally off its all-time closing high reached earlier in the week. The index gained +0.72% from Thursday and is down -0.31% from last week. It is up +70.67% from the March 23, 2020, bear market low. For more information about the effect of the change in valuation of stocks versus bonds, please contact us. 


Nothing contained herein is to be considered a solicitation, research material, an investment recommendation, or advice of any kind, and it is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Tax advice always depends on your particular personal situation and preferences. You should consult the appropriate financial professional regarding your specific circumstances. The material represents an assessment of financial, economic and tax law at a specific point in time and is not intended to be a forecast of future events or a guarantee of future results. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. This article was written by a professional financial journalist for Advisor Products and is not intended as legal or investment advice.


The above referenced information was obtained from reliable sources, however Herold & Lantern Investments cannot guarantee its accuracy. Opinions expressed herein are subject to change. Past performance is no guarantee of future results. Asset allocation and diversification do not assure a profit or protect against losses in declining markets. Any information given on the site is informational and illustrative but does not recommend actions as the information may not be appropriate to all situations. It is important that you consider your tolerance for risk and investment goals when making investment decisions. Investing in securities does involve risk and the potential of losing money. Links to other sites are provided for your convenience. Herold & Lantern Investments do not endorse, verify or attest to the accuracy of the content of the web sites that are linked and accept no responsibility for their use or content. Herold & Lantern Investments do not provide tax, accounting or legal advice.


Planning For The Risk Of A Market Melt Up
Standard & Poors 500
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