9 Apr 2017

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Tax Reform & Municipal Bonds Overseas Stocks for the Long Run The Big Picture & Fast Facts Click here to read the issue:  2017 Q1 Portfolio Insights

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3 Apr 2017

A Long View of Non US Stocks

For what feels like the first time in forever, foreign stocks are outpacing US stocks so far this year.  The table above includes the MSCI All Country World exUS index, which combines all developed and emerging markets.  As of Friday, the MSCI ACWI is outperforming the S&P 500 by 1.79 percent. That contrasts with the results over the last five years ending in March, when the S&P 500 earned 13.3… Read More

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