Menu
For Business Write a review File a complaint

How do stock market crashes affect investment versus mortgage repayment strategies? 5

Which effect does a collapse of stock markets have on the options available for investment or mortgage repayment especially when such a collapse occurs a short time before retirement.

5 answers
Suggest an answer
JamesShack
JamesShack
GB
Send a message
Dec 10, 2024 12:06 pm EST
Verified customer This complaint was posted by a verified customer. Learn more

Scenarios in which the stock market crashes are bound to determine the effectiveness of the strategy of investing in certain assets with the aim of paying off the mortgage. Such scenarios may lead to incurring losses or getting minimal gains, for instance, when there is a crash just before the time you are supposed to repay the mortgage. Other strategies are equally important; for instance, some may advocate for a longer mortgage to smooth out volatility, or for a multi-portfolio investment strategy to avert these risks.

Belle
Belle
Send a message
Dec 10, 2024 4:43 pm EST
Verified customer This complaint was posted by a verified customer. Learn more
Replying to comment of JamesShack

The hypothetical analysis you did with your client in the last part is a key differentiator in your content and is the value add that financial advisers don’t often demonstrate. The numbers say one thing, but if someone hasn’t considered their human responses to a crisis, the data can obfuscate the real risk. Great content.

AaronS.
AaronS.
Send a message
Dec 10, 2024 7:07 pm EST
Verified customer This complaint was posted by a verified customer. Learn more
Replying to comment of JamesShack

Great analysis always wondered about this dynamic, prepay mortgage vs investing long-term, your in depth analysis elevates the sequence of returns risk to the next level. Thank you!

TechnoCaveman1
TechnoCaveman1
Send a message
Dec 10, 2024 7:27 pm EST
Verified customer This complaint was posted by a verified customer. Learn more
Replying to comment of JamesShack

Brilliant content, has to be in the top 5 investment I have seen. It gives great insight in how to interpret data. Thanks for sharing. Just goes to highlighting how timing and risk ratio can influence outcome.

Harmaakettu
Harmaakettu
Send a message
Dec 11, 2024 10:02 am EST
Verified customer This complaint was posted by a verified customer. Learn more
Replying to comment of JamesShack

It would be interesting to see an analysis where one would first prioritise investing in the global stock market for let's say the first 8 years and then switch to prioritising paying off the mortgage for the remaining 7 years. Since stock returns tend to go up over time, earlier investments yield better returns than later investments, on average.

Got a question? Feel free to reach out! It as easy as pie, and we're dedicated to making sure you'll get the answers you're looking for 😉 Ask now