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Financial Alternatives

Financial Alternatives News and Insights

Integrated Wealth Management
Market Review Q3 2019
  • Looking at broad market indices, US equities outperformed non-US developed and emerging markets during the third quarter. 

  • Value stocks outperformed growth stocks in the US but underperformed in non-US and emerging markets. Small caps outperformed large caps in non-US markets but underperformed in the US and emerging markets.

  • REIT indices outperformed equity market indices in both the US and non-US developed markets.

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Welcome Sara Stolarski!

We are pleased and excited to introduce you to Sara Stolarski who recently joined the Financial Alternatives’ team as an executive assistant. Her primary focus will be helping us to deliver a high touch client experience to you.

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Financial Alternatives
Investing Newsletter - Jul 2019
  • Stock and bond markets rebounded sharply in the first half of 2019.

  • Over the next 10 years, Vanguard expects stock and bond returns to be lower than the historical averages.

  • Vanguard forecasts higher returns for foreign stocks vs. US stocks during this period.

  • GMO’s 7-year return forecast is lower than Vanguard’s.

  • Stocks, as measured by the S&P 500, have neared their historical average return for only 6 out of the last 93 years – returns have varied widely for other years.

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