Skip to content

In the third quarter, investors across the globe appeared to have lost some appetite for risk, even though the underlying fundamentals remained relatively unchanged. Assets across the board, from stocks to high yield bonds, MLPs to commodities, domestic and overseas, all experienced declines. Suffice it to say, with multiple challenges existing in the world, diversification is still the word of the day, and we remain focused on diversification and the long-term objectives of our portfolios.

Bridgeworth Chief Investment Strategist, Zach Ivey, discusses these concepts in depth in the Third Quarter Market Detailed Commentary

Screen Shot 2015-10-13 at 4.24.44 PMSource: Blackrock/Bloomberg

If you would like to discuss your portfolio, please reach out to your advisor.

This commentary is provided for information purposes only and does not pertain to any security produce or service and is not an offer or solicitation of an offer to buy or sell any product or service. Any opinions expressed are based on our interpretation of the data available to us at the time of the original publication of the report. These opinions are subject to change at any time without notice. Bridgeworth, LLC does not undertake to advise you of any changes in the views expressed herein. Unless otherwise stated, all information and opinions contained in this publication were obtained from sources believed to be accurate and reliable as of the date published or indicated and may be superseded by subsequent market events or other reasons. Any securities, indices, and other financial benchmarks show are provided for illustrative purposes only, and reflect reinvestment of income, dividends, and other earnings. They do not reflect the deduction of advisory fees. Investment products are subject to investment risk, including possible loss of the principle amount invested. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investment involves risks. International investing involves additional risks, including risks related to foreign currency, limited liquidity, less government regulations and the possibility of substantial volatility due to adverse political, economic or other developments. The two main risks related to fixed income investing are interest rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and interest payments. Index performance is show for illustrative purposes only. You cannot invest directly in an index. Neither Bridgeworth nor its content providers are responsible for any damages or losses arising from any use of this information.

BTN #1-429900.1015

Bridgeworth is now a part of Savant Wealth Management as of 11/30/2023. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois.