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14
Market Update – April 2018

Global stocks finished the month up 0.9% with international large value stocks leading markets, up 3.1%. One market segment that experienced weakness last month was emerging markets, down 0.4%. Global bonds generally produced slightly negative returns, as yields rose. Increased market volatility in 2018 has resulted in low or negative returns for most stock and bond markets year-to-date.  

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Posted in: Market Commentary
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11
Market Update – March 2018

Global stocks (-1.9%) finished the month down amidst rising geopolitical tensions and fears over a trade war. The S&P 500 (-2.5%) struggled while small and small value stocks had positive returns in March, up 1.3% and 1.4%, respectively. International stocks fell across the board. Bonds produced low stable returns - led by international bonds, up 1.4%. Also, the Federal Reserve raised interest rates for the first time in 2018.

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Market Update, Market Commentary, tariffs
Posted in: Market Commentary
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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
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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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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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