Lessons from Matrix Book 2018: (1) Impact of Inflation (2) Stock and Bond Volatility

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The Matrix book is a uniquely visual demonstration of data and is an annual survey of investment performance that draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.  The Book is a unique tool for seeing decades of returns and telling stories about investing. In these videos, Joel Hefner shows how the Matrix Book can illustrate some of the trade-offs associated with investing as well as how investors can improve their chances of having a successful investment experience.

WATCH THE VIDEO:  THE IMPACT OF INFLATION

WATCH THE VIDEO:  THE UPS AND DOWNS OF STOCK AND BONDS