The Case for Stocks

May 6th, 2014

No matter what the short term brings, stocks may offer long-term growth potential.

The dramatic rise in the S & P 500ยฎ Index since its March 2009 low โ€“ and recent pullbacks โ€“ have some investors considering taking money out of stocks. Others who bailed or trimmed their holdings after the last downturn may be wondering if itโ€™s wise to get back in.

No one knows what will happen in the short term. But the reality is that stocks have proven their ability to provide investors with growth potential over the long term. And with rising costs and longer lives, most of us will likely need portfolio growth. So, take a minute to weigh some fundamental, technical, and strategic reasons to consider the role stocks play in your portfolio.

  1. Valuations look reasonable
  2. The U.S. economy is improving
  3. Global opportunities
  4. Stocks offer growth potential

As an SOCU member you are eligible for a free no-obligation consultation with an LPL Financial advisor. Appointments can be made at SOCU.

Financial Advisors with, and Securities and Investment Services offered through LPL Financial, Member FINRA/SIPC. SOCU is not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial. Investments are not NCUA/NCUSIF Insured. May lose value. Not credit union guaranteed. Not obligations of SOCU.