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

Retirement Planner in San Diego

 

Advisory services offered through Arbor Point Advisors. Securities offered through Securities America, Inc., Member FINRA/SIPC. Arbor Point Advisors and Securities America are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. CA Insurance #0E88557

Advisory services offered through Arbor Point Advisors. Securities offered through Securities America, Inc., Member FINRA/SIPC. Arbor Point Advisors and Securities America are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. CA Insurance #0E88557​

Rancho Bernardo Financial Planner