Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

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First Quarter Investment Market Review

April 7, 2017

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, as measured by the Russell 3000 index, returned 5.74% and International Developed stocks were up 6.81%, as measured by the MSCI World ex-USA index.  The US bond market as measured by the Bloomberg Barclays US Aggregate Bond Index was up 0.82%.  International bonds, as measured by Citi WGBI ex USA 1-30 Years Hedged index, were down 0.35%.

These results make the quarter sound positive, but rather dull.  But if you lived through it, you know it was anything but boring!  To see all the details including interesting headlines throughout the quarter and the last year, here’s the full report.  In addition, it includes a friendly reminder on the benefits of diversification in meeting your long-term financial goals.

Filed Under: Investing, News, Your Finances Tagged With: Investing

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Keener Financial Planning

Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! keenerfinancial.com/summer-2025-financial-planning-newsletter/ ... See MoreSee Less

Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! https://keenerfinancial.com/summer-2025-financial-planning-newsletter/
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Keener Financial Planning

Happy Friday! As you head out to the weekend, we wanted to update you on how we're using AI at Keener Financial Planning. Please let us know of any questions! ... See MoreSee Less

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How We're Using AI - Keener Financial Planning

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We share how we're protecting client data security, ensuring continued accuracy and personalization, and seeking efficiency with AI.
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Keener Financial Planning

A very helpful Q&A from Forbes on the provisions in the new law! This bill went through a lot of revisions, so Forbes covers some of the provisions that actually made it into the final version (and what didn't). ... See MoreSee Less

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Answers To Your Individual Tax Questions About The One Big Beautiful Bill Act

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Got questions about the new deductions for seniors, tips, overtime and car loans? Here’s what readers have been asking—and the answers—about those, as well as other updated tax provisions.
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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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