There is an old curse: “May you live in interesting times.” The stock market has definitely had those “interesting times” in the last few months. Triple digit moves in the index (both positive and negative) have had investors hanging onto their hats for a wild ride. Pundits on the financial news channels have mentioned that the third quarter of 2015 was the worst quarter in the last four years. For 2015 (January 1 through September 30), major financial indices have been as follows:

  • Dow Jones Industrial Average: -8.8%
  • S&P 500: -6.7%
  • Russell 2000 (Small Caps): -8.8%
  • Barclays Aggregate Bond Index: -0.6%
  • High Yield Corporate Bond Index: -7.8%

In this quarter’s newsletter I discussed  a “white paper” from the Vanguard Group that I found quite interesting. As you probably know, the Vanguard Group manages significant amounts of money in their mutual funds and exchange traded funds (ETFs). A major area of emphasis for them has been indexing markets and market segments. The article, “The added value of financial advisors,” provides some interesting research insights from a company that was founded for individual investors. One of advisor benefits cited is “…helping you get through tough markets.” There are strategies which can potentially reduce the market downturns. We hope you find the information worthwhile, and urge you to call us to discuss those downturn strategies.

For a complete copy of this Quarter’s Newsletter with the “white paper” article discussed please email and request to be added to the mailing list.

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