Casey Snyder & Tom Sedoric

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We often stress the importance of information and its role in how we make strategic financial decisions. In May of 2020, The Sedoric Group released a presentation that provides a brief overview of the current economy and how it compares to historical economic data, which helps inform our financial planning strategies and priorities. This presentation covers: 

  • The 2020 bear market: In 2020, the S&P 500 experienced the most rapid fall from an all-time high. While declines are not good news for the investor, we must keep in mind that bear markets are historically much shorter than bull markets.
  • Falling interest rates over the years: The Sedoric Group examines the 700-year fall of interest rates beginning in 1310.  
  • Historically low bond yields: Yields are depressed around the globe. This graph outlines bond yields in major countries. 
  • Income on 10-year treasuries: We outline the annual income on 10-year treasuries from 1960 to present day, and compare how that income has changed over the years. 
  • Asset allocation for 2020 and beyond: Low interest rates paired with increased equity valuations are yielding a lower return, yet more volatile world for prudent investors. 
  • Tax efficiency for the future: As we like to say here at The Sedoric Group, your rate of return is only as good as its net return after taxes.