Q3 2021 Market review

In Q3 the market took a breather from the strong 1st and 2nd quarter rally. Markets were generally flat with the exception of Emerging Market stocks, which were down 8.09%. Stocks in the US were down 0.10%, International stocks were down 0.66% and publicly traded Global Real Estate was down 0.08%. Bonds both domestically and internationally performed similarly, with modest gains of 0.05% and 0.09%.

 

For a detailed Market Overview, click here.

 

Inflation: I want to add a quick note regarding inflation as it has been a hot topic recently. There is no doubt we are experiencing higher inflation than we have in years. It seems to apply to just about everything, from vehicles and travel to everyday food and energy costs. Evidence of higher inflation can be seen in the cost-of-living adjustment that Social Security payments will receive next year. The Social Security Administration recently announced that payments will increase by 5.9% in 2022. That represents the largest cost-of-living adjustment in 39 years! Over the past 10 years the average cost-of-living adjustment has been 1.65%

 

 

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

stock market, investing, recent returns, financial planning, retirement planning, san diego, poway, rancho bernardo, financial advisor, cfp, fiduciary
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