Market Data
The market banner sits above your own figures because the two are connected: an investment balance moves with the market whether or not anything was bought or sold that day.
Where a household holds a 401(k), IRA, brokerage account or target-date fund, index movements pass through to net worth the same day.
- A broad index falling 2% moves a diversified portfolio in the same direction, by an amount that depends on its equity share.
- Bond yields affect fixed-income holdings and the rates paid on savings.
- Sustained market levels feed the projections, since a portfolio's starting balance is an input to every forecast.
This content is educational and informational only. It is not financial, investment, or tax advice. Consult a qualified professional before making financial decisions.