The third quarter provided positive performance across all major stock and bond indices. Full details are in this 2017 Q3 Keener Financial Planning Quarterly Market Review. The report also includes the major financial headlines for the year and quarter, along with some principles to follow when … [Read more...]
April 2017 Financial Planning Newsletter
Our April financial planning newsletter is now available. It covers an update on the investment markets for first quarter, along with our perspective on current market valuations. In addition, we give you the most important retirement plan and tax limits for 2017 -- if you haven't already reviewed … [Read more...]
First Quarter Investment Market Review
The first quarter of 2017 started the year with positive returns across all major stock and bond investment asset classes except international bonds. Emerging markets stock was the super star with an 11.44% rate of return for the quarter as measured by the MSCI Emerging Markets Index. US stocks, … [Read more...]
2016 Annual Investment Market Review
2016 ended up a good year to be an investor. The US stock market (as measured by the Russell 3000) was up 12.74%. All other major asset classes -- international developed stocks, emerging markets stocks, global real estate, US bonds, and international bonds were also positive for the year. Small … [Read more...]
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