Weekly Snippet

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March 2, 2018
Weekly Snippet

No video this week.

Last Week…

All Last week the market saw some mild volatility on its slow crawl back up after the correction a few weeks back.

Most of the US equities climbed up a bit with growth performing over value in the year to date returns:

  • Large Growth rose over 1% from last week
  • Technology rose over 2%, making it our highest returning benchmark YTD!
  • All the while:

o   Health Care was down .20%

o   Mid Cap Value was down .16%

o   Small Cap Value was down .09%

  • Real Estate also remains lower, bringing a negative 8.02% year to date return

Foreign equities were mixed some rising and some falling from last week’s values, although all still remain in the positive YTD!

Bonds were also mixed, with short term doing better than long term. We speculate this is due to rising interest rates.

Have a great weekend!

Indexes are listed in respective order to their reference above: MSCI EAFE NR USD; DJ US TSM Mid Cap Growth TR USD; DJ US TSM Small Cap Growth TR USD; DJ US TSM Large Cap Value TR USD; DJ US TSM Large Cap Growth TR USD; NASDAQ 100 Technology NTTR TR USD; DJ US Health Care TR USD; DJ US TSM Mid Cap Value TR USD; DJ US TSM Small Cap Value TR USD; FTSE NAREIT All Equity REITs TR; MSCI EAFE NR USD; Barclays US Govt 1-3 Yr TR USD; Barclays US Corporate High Yield TR USD; Citi WGBI NonUSD USD; Barclays EM TR USD. These materials have been prepared solely for informational purposes based upon data generally available to the public from sources believed to be reliable. All performance references are to benchmark indexes. Performance of specific funds will vary from respective benchmarks. Past performance is not an assurance of future results. Each index cited is provided to illustrate market trends for various asset classes. It is not possible to invest directly in an index. These materials have been prepared solely for informational purposes based upon data generally available to the public from sources believed to be reliable. All performance references are to benchmark indexes. Performance of specific funds will vary from respective benchmarks. Past performance is not an assurance of future results. Each index cited is provided to illustrate market trends for various asset classes. It is not possible to invest directly in an index.