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Chart of the Day: Invest at the Record High

Crews Bank & Trust Wealth Management Services Mar 5, 2024
ar graph illustrating S&P 500 1-Year, 3-Year and 5-Year average cumulative returns from 1988 to 2020, comparing returns in investing on any day (light green) vs investing at all-time highs (dark green).

Contents

Today’s Chart, from Peter Mallouk via the Chart Report, shows the average cumulative S&P 500 returns from 1998 to 2020.The chart compares returns if you invested on any day (light green) vs. when investing while the market was at all-time highs (dark green.) Clients ask, “We are at a new stock market record; should we wait to invest new funds?” It turns out, history shows us that investing at the peak is a better time than any other. It goes against conventional wisdom, but since the market goes up over time, record highs are usually followed more record highs. 
Chart of the Day

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Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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