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April 28, 2014

1Q 2014 Market Commentary

The S&P 500 Stock Index has gained 1.8% so far this year, including dividends, and the Barclays Intermediate U.S. Treasury Bond Index increased by 0.7% as interest rates have fallen a bit during early 2014. 

We remain vigilant as our clients and many other investors have enjoyed a lengthy five-year equity bull market following the financial crisis, which bottomed out in March of 2009.  Recent weeks have seen an increase in volatility in financial assets and interest rates, and about the only thing we can be sure of for the rest of this year is that we will see continued market fluctuations.  These price moves should give us some opportunities to make gradual adjustments, including purchases and sales, at reasonable prices in order to manage portfolio positions and allocations.


This information is for general use and does not constitute individual investment, legal or tax advice. Investments involve risk and an investor may incur a profit or loss. Past performance is not indicative of future results. Investment products: Are Not FDIC Insured, May Lose Value, and Are Not Bank Guaranteed.

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