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Being bulletproof is the ability to achieve financial independence, have enough assets to live comfortably in retirement, and provide for your heirs. The road to achieving this starts with your personal balance sheet.
Volatility has re-emerged in recent weeks, and equity markets have come under pressure. As of October 15, the S&P 500 Index has declined nearly 8% from its recent peak, giving back much of its gains for the year.
Domestic equities fell throughout the month, led lower by small cap names, which declined enough to pull the index into negative territory thus far for the year.
disappointing first-quarter GDP reading, economic growth rebounded in the
second quarter, at a 4.6% annualized rate. The economy recaptured some pent-up
demand lost during the excessively cold winter months, and growth expectations
for the remainder of the year are solid.
Jim Baird, PMFA Chief Investment Officer and Mark Dixon, PMFA Investment
Committee Chair, and Institutional Investment Consulting Practice
Leader, discuss highlights from the firm's September Market Perspectives.