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]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

First Quarter Investment Market Review

April 7, 2017 By Jean Keener, CFP, CRPC

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

Free E-Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Twitter

Tweets by @JeanKeener

Discuss if we’re a good fit for you

Contact Us

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

  • Email
  • Facebook
  • LinkedIn
  • Twitter

Copyright © 2021 Keener Financial · All Rights Reserved