Quarterly Commentary – December 2017

The U.S. Equity markets continued their upward climb in the last quarter of 2017, helping cap off a year of strong gains. The following are performance numbers from various popular indexes. Please remember 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 S&P 500 was up 21.8% ... Read more