Print
<!–Source: Chart sourced from How The Election Will Really Affect Your Investments, Money magazine, June 22, 2016. Returns from Morningstar Direct 2016 returns represent S&P 500 annual total return. Indexes are unmanaged baskets of securities that are not available for direct investment by investors. Index performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. All investments involve risk, including the loss of principal and cannot be guaranteed against loss by a bank, custodian, or any other financial institution. –>

Source: Chart sourced from How The Election Will Really Affect Your Investments, Money magazine, June 22, 2016. Returns from Morningstar Direct 2016 returns represent S&P 500 annual total return. Indexes are unmanaged baskets of securities that are not available for direct investment by investors. Index performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. All investments involve risk, including the loss of principal and cannot be guaranteed against loss by a bank, custodian, or any other financial institution.

Curious about what happened in the markets recently and how that may impact your long-term financial plan? Watch our three, short Making Sense of Markets videos to find out.
 

  1. Performance: Remember the Royal Bank of Scotland’s decree to “sell everything” earlier this year? Hopefully you didn’t pay attention to it, as gains continued in Q3; only U.S. REITs declined marginally in value. The big reversal was solid gains from Emerging Markets Value, International Small Cap and International Value, which all outpaced the S&P 500.
  2. Headlines: The U.S. presidential election has dominated the news for much of the last year, but how much impact does that actually have on your investments? Perhaps less than you’d think. We dive into historical data, look at how much a president can impact spending and see what would have happened if you had traded on conventional wisdom prior to President Obama taking office.
  3. Long-Term Investing: We often discuss the idea of investing in Value oriented companies, but have actual results matched what long-term academic research would suggest? By taking a look at live performance we find that returns were positive for investing in Value companies compared to Growth, and that the investment vehicle you choose can also impact returns.

You can share one or all three videos with your clients to help them gain perspective and insights on the markets (and help remind them of why we invest the way we do).
 
Making Sense of Markets – Performance
Making Sense of Markets – Headlines
Making Sense of Markets – Long-Term Investing
 
16-272