Teddy Bear or Grizzly Bear?

Everyone is telling us that we are facing a bear market. Now, I am not sure if media outlets reference teddy bears or grizzly bears, but a bear market must mean something terrible, right? Well, like most things in life, gaining perspective and understanding can bring greater clarity to a situation. So, let’s start with the basics of these so-called bear markets.

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What are they? Bear markets occur when stock market indices, such as the S&P 500, drop more than 20%. With such market volatility, media outlets have a heyday forecasting and spreading information that can make us feel more uneasy. However, no media outlets seem to cover principles that have historically helped investors navigate times like these. As your trusted financial partner, we want to equip you with principles to perhaps help you see bear markets as the teddy – rather than grizzly – variety.

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Until the end of the year, CPC Advisors will provide brief monthly videos that will be included in emails and our website, covering fundamental investment principles and the proactive steps we are taking in your portfolios during this period. This month’s edition of Teddy Bear or Grizzly Bear? features the following:

• David Hunter, CFA®, CAIA, CSRIC™, Director of Research and Investments at CPC, gives you a practical tip to endure this bear market.
• Adele Gipson, CFA®, CFP®, CPA, Senior Vice President at CPC, provides insight into tax loss harvesting, just one of the proactive investment strategies we are employing in your portfolios.

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Your investment team at CPC Advisors remains dedicated to your service and well-being. Please do not hesitate to contact us if you have questions or concerns at (404)-879-3000.

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