Deeper Dive: Demystifying Stock Market Returns

For the third quarter of 2020, we are excited to share with you a new format for the Deeper Dive section of Your Family’s CFO Report. In this video, we explain how stock market returns can be divided into three components and discuss how much of the returns that investors have enjoyed over the years was due to each. We also look at what each of the components may be telling us today about future return expectations.

(Note: We recommend watching the video in full-screen mode in order to ensure the graphs are legible.) 

For our insights on the market in our Market Outlook + Summary, read this article. To watch this quarter’s video version of On the Horizon, click here. 

Unless stated otherwise, any estimates or projections (including performance and risk) given in this presentation are intended to be forward-looking statements. Such estimates are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those projected. The securities described within this presentation do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in such securities was or will be profitable. Past performance does not indicate future results.