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Market Commentary

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18
Monthly Market Update - September 2017

Global stocks climbed 2.1% higher during September despite anxiety over the political climate in Europe and rising tensions between the U.S. and North Korea. U.S. stocks had a steady month, with the S&P 500 Index returning 2.1%, putting the S&P 500 up 14.2% year‐to‐date as markets continue to post record highs.

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24
Monthly Market Update - June 2017
Global stocks had modest gains for the month of June, up 0.6%. The stock leader for the month was U.S. small cap, which rose 3.5%. Bonds had mostly negative returns for the month as a result of the slight increase in yields. Alternative asset classes had mixed results.

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12
Monthly Market Update - May 2017
Global stocks climbed 2.0% in May after the release of strong economic data worldwide. U.S. stock markets trailed ever so slightly with the S&P 500 Index returning 1.4%. Following a modest month in April, the S&P 500 is up 8.7% year‐to‐date as signs of a stronger economy and low unemployment persist.

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22
Monthly Market Update - April 2017
Global stocks climbed 1.6% higher during the month of April despite anxiety over the political climate in Europe and geopolitical concerns in emerging market countries, e.g. North Korea and Turkey. U.S. stock markets had a slightly softer month, with the S&P 500 Index returning 1.0%. Despite a modest April, the S&P 500 is up 7.2% year‐to‐date as signs of a possible tax overhaul later this year begin to take shape.

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13
Monthly Market Update - August 2016
U.S. markets continued to post positive returns in August. The S&P 500 moved up just 0.1%, but U.S. large value stocks gained 0.7% and U.S. small stocks rose 1.8%. International large value stocks had a strong return of 1.6% while international small stocks struggled this month, losing 0.5%. Emerging markets were the top performing asset class, posting a 2.5% gain. Bond returns were down this month as the 10‐year Treasury yield rose slightly. Alternatives experienced modest declines for the month.

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12
Monthly Market Update - July 2016
.S. markets rallied to new highs during July. The S&P 500 climbed 3.7% and U.S. small stocks surged 6.0%. International stocks had a great month, with developed international large stocks returning 5.1% and international small stocks up 6.1%. Emerging markets returned 5.0%. Bond returns were modest as the 10‐year Treasury yield remained stable, but TIPS returned 0.9%. REITs had another great month, up 4.6%, and commodities fell 5.1% primarily due to lower energy costs.

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13
Monthly Market Update - June 2016
Markets were tested by the UK’s vote to leave the EU but swiftly recovered most of their losses before the month ended. The S&P 500 was near flat with a return of 0.3%. International developed market stocks were hit hardest by the Brexit with losses across the board, but emerging markets gained 4.0%. Bond returns were very strong as yields declined substantially. REITs, commodities, and managed futures also had healthy returns in the 3‐5% range.

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09
What Happened in 2015?
A brief look back at some of the economic, natural, political, and societal events that shaped 2015.

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09
2016 Outlook: Stabilizing Forces
Most probably weren’t predicting a flat to negative year for both bonds and stocks, resulting in portfolios ending the year with little to no change. Historically, such years have been almost non-existent. So what do we think going forward? Here, we step through four short-term themes and then approach the long term by illustrating our framework of forward-looking (20-year) return estimates by asset class.

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11
Monthly Market Update - November 2015
Acts of terrorism abroad disrupted international stock markets in November. International large value was the hardest hit returning ‐2.5%. A strong U.S. dollar and geopolitical stress continued to serve as headwinds for commodities and emerging markets which fell 7.3% and 3.9%, respectively. The U.S. stock market was a bright spot with large‐ and small‐cap posting positive returns. U.S. small cap rose 3.3%. Managed futures were not far behind at 2.1%.

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