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Financial Alternatives

Financial Alternatives News and Insights

Integrated Wealth Management
Posts in Investing
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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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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