News headlines are moving fast – and they rarely tell the whole story. Zoom out. The market has weathered similar storms before, and short-term headlines don’t define long-term outcomes.
2002 Steel Tarrifs
2002 Steel Tarrifs
Key Takeaway
In 2002, tariffs were enacted on foreign steel to protect U.S. manufacturers. Markets saw short-term fluctuations—but ultimately continued their long-term upward trend.
The Big Picture
Tariffs are not new. They’ve been part of market cycles for decades, and long-term investors who stayed the course were rewarded for their patience.
2018 First Term Trump Tariffs
2018 First Term Trump Tariffs
Key Takeaway
The 2018 tariffs sparked concerns about a U.S.–China trade war. Despite the noise, the S&P 500 ended the year nearly flat—and went on to post strong gains in 2019.
The Big Picture
Markets can absorb uncertainty. It’s not about avoiding volatility but managing through it with discipline and perspective.
Bull & Bear Markets
Bull & Bear Markets since 1950
Key Takeaway
Since 1950, bear markets have always been followed by bulls—and the bulls last longer and run higher.
The Big Picture
Volatility is part of investing. But historically, those who remained invested emerged stronger on the other side.
The Value of Staying Invested
The Value of Staying Invested (2009)
Key Takeaway
During the 2008 financial crisis, many panicked and moved to cash. But those who stayed invested saw significant recovery and growth.
The Big Picture
Missing just a few months of recovery can mean missing years of returns. Staying invested pays off—especially when it feels most difficult.
The Value of Staying Invested
The Value of Staying Invested (2020)
Key Takeaway
Times of fear often lead to hasty decisions. This chart reinforces that patience and perspective are powerful tools for long-term investors.
The Big Picture
Missing just a few months of recovery can mean missing years of returns. Staying invested pays off—especially when it feels most difficult.
Corrections are Loud
* As of 4/7/2025 Market Close. Source: Charlie Bilello, Ycharts
Corrections are Loud, Recoveries are Quiet
Key Takeaway
Since 2009, the S&P 500 has seen frequent 5%+ pullbacks—each driven by different macro events. This table highlights the size, duration, and cause of each correction to show that volatility is common, not unusual.
The Big Picture
Corrections are common, often fast-moving, and usually triggered by macro uncertainty. The data is a reminder that volatility is routine, not exceptional—and staying invested through corrections has historically been rewarded.
The Long-Term Power of Markets
The Long-Term Power of Markets
Key Takeaway
Despite global events, policy changes, and short-term setbacks, the market’s long-term trajectory has been overwhelmingly positive.
The Big Picture
Let this chart do the heavy lifting. The message is simple: volatility is temporary, growth is enduring.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
