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12
The Return of Volatility

February saw the return of volatility in stocks after an unusually calm 2017. Global stocks had their worst month since January 2016, the S&P 500 experienced its worst single trading day since 2011, and the VIX hit its highest levels since August 2015. Although these events made plenty of headlines, what they actually mean for the portfolios of long‐term investors did not get as much attention. 

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Market Update, Investment research, volatility, market commentary
Posted in: Market Commentary
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12
Market Update – February 2018

Global stocks (-4.2%) recorded their first month of losses in over a year. U.S. and international stocks were down across the board with U.S. large value stocks (-5.0%) the worst performing of the group. February also saw Jerome Powell sworn in as Chairman of the Federal Reserve replacing outgoing Chairwoman Janet Yellen. Solid economic data and a slight uptick in inflation measures keeps the Fed on pace for 3 to 4 rate increases in 2018.

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Market Update, Market Commentary
Posted in: Market Commentary
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13
SAVANTalk - Winter 2018
This quarter's newsletter includes: 2018 Market Outlook, A Look Back at the Market's 2017 Run, Five Retirement Resolutions to Set in 2018, The Uncommon Average, and 4th quarter returns.

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Posted in: Newsletter
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13
Five Retirement Resolutions to Set in 2018 
One of the top concerns for Americans in their 60s is how to pay for retirement. To enter retirement with confidence, consider a plan that addresses these five key areas.

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12
2018 Outlook: Aging Like A Fine Wine

Reaping the benefits of the third longest U.S. expansion since 1945, investors have enjoyed very favorable market returns, low volatility, low inflation, and expanding household net worth.

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12
A Look Back at the Market's 2017 Run

2017 Presented Many Obstacles to Slalom Around and Moguls to Overcome

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12
The Uncommon Average
The U.S. stock market has delivered an average annual return of around 10% since 1926.1 But short-term results may vary, and in any given period stock...

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uncommon average, average annual return, stock return expectations
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12
Inflation Rising: Will Your Portfolio Keep Up?

A moderate pickup in U.S. inflation is beginning to resonate with markets in 2018. As underlying inflation data has begun to pick up, market-based inflation expectations have approached 2%, nearing levels not seen since mid-2014.

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inflation, labor markets, wage growth, weaker dollar, inflation-adjusted bonds, inflation-adjusted commodities, diversifying
Posted in: Market Commentary
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12
Market Update – January 2018

Global stocks (+5.4%) continued to push forward to start off the new year. All U.S. and international equity asset classes increased in the month of January – largely attributed to higher than expected corporate earnings and positive economic data.

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Market Update, Investment research, Federal Reserve, consumer confidence, positive economic data
Posted in: Market Commentary
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11
2017: A Year of Risks That Weren’t

Despite potential shocks, the U.S. and international markets proved unshakable in 2017. In fact, not only did markets dodge all of these bullets as if a character from ‘The Matrix’, but around the globe stocks generated robust returns with historically low volatility. 

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risk, risk-free rate, Sharpe Ratio, risk-adjusted returns, market shock, geopolitical risks, macroeconomic risks
Posted in: Market Commentary
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