Writings

Market Review In the fourth quarter, U.S. stocks returned 2.6% to finish the year up 23.8% overall. International stocks lagged in the fourth quarter with developed market and emerging market stocks down 7.5% and 8.0% respectively. The bar chart below highlights how much U.S. stocks have outperformed international stocks over every recent time period –…
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Market Review In the third quarter, U.S. stocks returned 6.2% and developed international stocks bounced back to earn over 8%. Emerging markets were also up 8.24% for the quarter. I can’t remember a recent time when international stocks have outperformed US Stocks. There’s always a part of your portfolio that you hate and international has…
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Market Review In the second quarter, U.S. stocks returned 3.2% and developed international stocks were down just under -1%. Emerging markets pulled their weight and were up over 5%. U.S. bonds were flat and REITs were down -1.5% for the quarter. We’re all familiar with the U.S. stock and bond markets, but just in case…
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Market Review 1st quarter in the books. Let’s check out what transpired.  U.S. stocks returned 10% and developed international stocks earned over 5%. U.S. bonds were up a hair at 0.8% and REITs were down -1.2%. While we all know this, it’s worth repeating: stocks are volatile and for the last 3 months they were…
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Market Review My, what a year! Who would have thought the stock market would have ended up 26%? Me either.  For the quarter, U.S. stocks returned 12.07% and developed international stocks earned 10.52%. U.S. bonds were up 6.82% and REITs rebounded 15.47% to close out the year up over 10%.  After all we’ve been through…
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