Q2 2017 Market review

 

 

Q2 2017 was a good quarter for investors overall with stocks and bonds both domestically and internationally providing positive returns. International and emerging market stocks outperformed the US, and US bonds outperformed the global bond market.

 

For a detailed market overview as well as an article on the effect interest rate changes have on stocks, click here.

 

Planning note: Many investors have held a significant portion of their investments in the US stock market recently and have been rewarded for doing so. It is easy to forget why including international stocks can be valuable as part of a well-diversified strategy. This most recent quarter is an example of why including international stocks can be beneficial, but that is a very short measure. Going back to 1998, international stocks (as measured by the MSCI EAFE Index) outperformed US stocks (measured by the S&P 500) in 8 of 19 years as well as year-to-date. From 2002-2007 international stocks significantly outperformed with a cumulative return of 123.38% vs. 42.45% for US stocks.

 

 

 

 

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