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Financial Alternatives News and Insights

Integrated Wealth Management
Posts in Investing
Market Review – Q3 2018
  • Looking at broad market indices, the US outperformed non-US developed and emerging markets during the quarter.

  • Quarterly Topic: Total Cost of Fund Ownership. The article starting on page 16 illustrates to importance of mutual fund operating costs and that investors should consider going beyond expense ratios when evaluating options.

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Market Review - Q1 2018
  • Looking at broad market indices, emerging markets outperformed developed markets, including the US, in the first quarter.

  • Non-US real estate investment trusts outperformed US REITs in the first quarter.

  • Interest rates increased in the US during the first quarter.

  • The yield on the 10-year Treasury note increased to 2.74%.

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