Fourth quarter 2017 added strong gains with the Wilshire 5000 Stock Index growing 5.88% while the Barclays Aggregate Bond Index added a steady 0.50%. This moved stock returns up 18.97% for 2017 and the aggregate bond market up 3.71%. *(Source Folio Institutional Custodial Reporting) Accounts have moved forward nicely for 2017, exceeding our long term planning objectives at each risk level. When the year began we held an expectation of volatility returning to markets during th
Since the stock market has made back some lost ground and seems to be a bit more stable than it has been, I’d like to address a topic that is arguably more personal and maybe more useful than worrying about market volatility. That said, please let me know if you have market or financial concerns you’d like to discuss.
In discussions with friends and clients over the years, I’m often reminded that the best outcomes to challenges and opportunities are generally realized a
What a difference a couple weeks can make. From a full year of smooth sailing without so much as a wave, to what may feel like a full on storm in the stock market. Ironically, the storm was started when markets received word of solid wage growth and good economic numbers. The good news sent the markets down a bit due to added pressure on interest rates and inflation concern. But before we all start to worry, lets put this in perspective a bit. As I write this, the stock mar