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...]
October 2016 Financial Planning Newsletter
The October Financial Planning newsletter is now available. In addition to an investment market update, it includes an update on the social security cost-of-living adjustment, tips on inheriting an IRA, a third quarter investment summary, year-end tax tips and more. To read the newsletter, click … [Read more...]
2016 Third Quarter Investment Market Review
The investment markets provided gains in third quarter gains across the broad US and International stock indices, as well as bonds. With positive returns so far this year, many are worried about the effects of presidential election on the stock market. However, the data suggests that which … [Read more...]
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