Quarterly Market Review – First Quarter 2017

U.S. and International equity markets performed well during the first quarter of 2017.  Similarly, almost all fixed income sectors posted positive returns in the first quarter.

We examine first quarter 2017 performance in the Quarterly Market Review, which offers insights, graphs, and charts covering world capital market performance and a timeline of events for the past quarter.  Click here to view the Quarterly Market Review.

The featured topic this quarter is “Investment Shock Absorbers”, which considers how owning an undiversified portfolio can trigger similar reactions to a car with worn-out shock absorbers.  Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position.  And while diversification can never ensure a smooth ride, it does help reduce potential hazards along the way.

I hope you find this information interesting and helpful.  Please let me know if there is anything we can do to help with your financial planning or investment needs.

Best regards,

Berkson Asset Management, Inc.
Registered Investment Advisor
Steven M. Berkson, CPA\PFS, CFP®, MBT

Comments for this post are closed.