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Global equity markets were negative across the board for the fourth quarter, with US Small Cap (as measured by the Russell 2000) being the worst performing equity asset class, at -20.20%.
What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns.
US Markets were positive for the quarter with US Large Cap, as measured by the S&P 500, being the top performer with a return of 7.71%. We are now more than nine years into this current "bull market."
Social Security benefits are a pension plan of sorts. You have a variety of options: take the money early, take it at full retirement age (FRA), or take it later. If you are approaching age 62, this is a critical time for making that decision and RCG can help – especially with the knowledge and wisdom.
US markets had a positive second quarter, with the S&P 500 returning 3.43% and the Russell 2000 returning 7.75%. International developed markets declined 1.24% and Emerging Markets declined 7.96%.
So that’s what market volatility feels like! It has been a while since we’ve had dramatic swings in stock markets across the globe. But these past few months have been a reminder of how volatile markets can be.
Markets started strong in January, with the S&P 500 reaching an all-time high. Although economic indicators remained positive during the quarter, uncertainty regarding interest rates and trade policies loomed large.
There are many ways to make a fortune. You might inherit money, win the lottery or build a thriving business and sell it. You can also work hard in your career, save and invest with discipline. Making a fortune often includes elements of risk and luck.
After a long period of relative calm in the markets, the increase in stock market volatility in recent days has renewed anxiety for many investors.
With the help of a strong fourth quarter, 2017 gave investors a less volatile and record-shattering ride across nearly every major global asset class.