Quarterly Reports

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This report features world capital market performance and a timeline of events for the quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Quarterly Report Q1 2018

 

Older Reports

Quarterly Report Q4 2017

Quarterly Report Q3 2017

Now and Then

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The volatility of the markets has been a roller coaster ride so far this year. Many have their opinions for the cause, but a historical perspective is most helpful in determining not only how to react to it but how to navigate through it. The executive producer of The Big Bang Theory, Dave Goetsch, recently reflected on this by writing of his experience with market volatility and how that has influenced his reaction to it today.

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