The Margin

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WeeklyComm3

Weekly Commentary 9/23/16

Steve Davis

Japan continued its bond buying program with a targeted 10-year rate of 0% and England will start their 18 month bond buying program this week. The MSCI ACWI IMI global investable equity index finished the week up 2.21%. The S&P 500 finished up 1.20%. MSCI EAFE finished up 3.15%. The…

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Spencer’s Blog July: Return Envy

Spencer Seggebruch

What should I be invested in?  Should I change my investments?  How much risk am I taking?  How do I know if my investments are diversified?  We all face these questions when saving for retirement. Participants with retirement accounts often find selecting an investment based solely on past performance as…

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WeeklyComm3

Weekly Commentary 7/15/16

Steve Davis

The S&P 500 price index set a new high last week. The total return index (that we follow) set a new high several weeks ago. The MSCI ACWI IMI global investable equity index finished the week up 2.54%. The S&P 500 finished up 1.51%. MSCI EAFE finished up 3.66%. The…

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WeeklyComm2

Weekly Commentary 7/8/16

Steve Davis

The MSCI ACWI IMI global investable equity index finished the week up 0.03%. The S&P 500 finished up 1.33%. MSCI EAFE finished down 1.75%. The Barclays US Agg Bond Index finished up 0.60% while 10-year Treasury yields fell from 1.46% to 1.37%. Small Growth, Mid-Cap Growth, and Large Growth led…

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