Resources

The stock and bond markets remain highly sensitive to new economic and monetary policy information, which has caused persistent volatility. The volatility may very well continue but it is important to refrain from making emotional investment decisions apart from your financial goals and circumstances. Volatility is normal and is a necessary component of long-term stock market returns.

To assist you, Barlow Wealth Advisory Group is releasing a series of Investing Snapshots related specifically to stock market declines, volatility, and long-term returns. Investing Snapshots are a series of illustrative and DATA-DRIVEN education materials designed to explain investment topics with the goal of improving investor outcomes.

Annual Return Expectations

Recessions & Returns

Days Missed

Rolling Returns

Taxes in 2025

Welcome Charlie!