Schedule a Meeting

Flat Years Don’t Foretell Next Years

How do think the stock market will perform this year?

While 2015 was an underwhelming year for the S&P 500 Index, it is interesting to look at what the index did following prior underwhelming years (defined as returns between -5% and 5%). Investors may think that an underwhelming year foretells more meddling returns in the following year. But check out this chart…Since 1926, there have been eleven periods (including last year) where the index fell in this range.Interestingly, the following year has been positive in 9 out of 10 of the prior periods.

FlatReturnsDontForetell
That is not to say that investors should expect above average returns for 2016, but historically, underwhelming return years are not predictive of the following year’s returns.

Chart, Investing

Lowering Costs

This video provides some information about anticipated cost-savings for our client’s using our Morningstar Managed strategies…

Read Post

What goes up…

The news headlines celebrating new record highs in the U.S. stock market have multiplied in last 10 months. While this

Read Post