Quarterly Commentary – December 2016

After mostly going sideways since July, U.S. Equity markets picked up the pace nicely in November after the election helping propel valuations to a higher level. The following are performance numbers from various popular indexes for the quarter. Index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on your personal risk tolerance and should only be compared in that context. The ... Read more