Q1 2017 Market review


The U.S. market continued Q1 2017 where 2016 left off, with a continued strong return for stocks. International and emerging markets decided to join the party and in fact had even stronger returns than the U.S.  The U.S. bond markets had small gains while global bonds decreased slightly.


For a detailed market overview as well as an article on diversification in a portfolio, click here.


Planning note: It is important to remember to let your overall financial plan, including your needs, timeframe and tolerance for risk, drive your investment strategy. Over the last couple of years, riskier assets have done well and provided fairly steady and attractive financial reward. This has caused some conservative investors to start feeling left out as the returns of more stable investments such as bonds haven’t done much more than tread water.  However, I would caution the temptation to chase returns. As long as your investment strategy was designed purposefully and those purposes haven’t changed, it is best to stick with it.




Advisory services offered through Arbor Point Advisors. Securities offered through Securities America Inc., Member FINRA/SIPC. Arbor Point and Securities America are separate companies. CA Insurance #0E88557

Rancho Bernardo Financial Planner