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Looking Back and Moving Forward

Paul Brown | Jan 19, 2026

As we look back over the past twelve months, a familiar pattern in the markets stands out: strong gains often come with meaningful pullbacks along the way. 2025 was no exception. The S&P 500 saw a mid-year decline of 18.9%, yet still finished more than 16% higher year to date.

While those swings can feel uncomfortable in the moment, they’re far more normal than many realize. As the below chart illustrates, since 1980, the S&P 500 has averaged an intra-year drawdown of more than 14%—all while delivering an average annual return of 10.7% during that same period. Volatility may grab the headlines, but historically, long-term growth has told the fuller story.

As we step into 2026, there’s no guarantee the year will follow the exact same pattern—but history suggests that periods of turbulence are simply part of the journey toward long-term progress. Keeping this perspective can help you stay focused on your plan rather than getting pushed off course by short-term noise.

If you’d like help reviewing your strategy or ensuring your portfolio is aligned with your financial goals, our team is ready to help. Connect with us at: https://www.connected-wealth.com/next-steps.

Connected Wealth Management

4777 Sharon Road,
Suite 540,
Charlotte, NC  28210

Main: 704-912-5088
Text: 704-686-8445
Fax: 980-972-0787
Email: paul@connected-wealth.com

     

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Securities offered through LPL Financial, Member FINRA/SIPC. Connected Wealth Management is a marketing name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

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