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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
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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
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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
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11
Market Update - December 2017

Global stocks (+1.6%) finished the year on a very strong note. Continued strength from emerging markets (+3.6%) pushed the asset class to a 37.3% gain during 2017! International stocks in aggregate led U.S. stocks over the course of 2017, helped by a weaker U.S. dollar. Aside from inflation-protected bonds (+0.9%), bonds were essentially flat during December to cap off a year of modest gains. Commodities also surged, up 3.0%, to end 2017 in positive territory.

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Market Update, global stocks, Federal Reserve, emerging markets, consumer confidence
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13
Monthly Market Update – November 2017

This update from our Investment Research Team includes an update of how the markets performed during November and addresses how Capital Gains Distributions can impact how tax efficient your portfolio is.

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Market Update, Investment research, capital gain distributions, economy, stocks, bonds, alternatives
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28
Monthly Market Update - October 2017

Global stocks continued their upward trend, rising 2.0% in October. Strength from emerging markets (up 3.5%) continued pushing the overall segment higher. Year-to-date, international stocks in aggregate led U.S. stocks. International bonds had a favorable return of 0.8%, while U.S. bonds remained flat. Global REITs pulled back during the month, while commodities, managed futures, and reinsurance each posted positive results.

Sustainable investing, also known as Environmental, Social and Governance, or ESG, generally focuses on those three areas to make an impact. As of year-end 2016, approximately $23 trillion of global assets, or just over 25% of total managed assets, were being professionally managed with a sustainability-themed mandate.

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Market Update, Federal Reserve, Quantitative Easing, sustainable investing, ESG
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17
Q3 2017 Market Update Webinar

Jonathan Fuller, an investment research analyst in Savant’s Rockford, IL, office and a member of the Investment Team, shares a review of markets during the third quarter of 2017.

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10
Financial Rubbernecking

Ever wonder how your finances stack up against others? Are you accumulating assets faster than your peers? How does your income compare to people with similar backgrounds? Many of us enjoy a little financial rubbernecking – luckily the Federal Reserve collects the data for us every three years in their Survey of Consumer Finances.

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average net worth, family net worth, retirement savings, maintain wealth
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