Q2 Market Review

Here is our market update for Q2 2016.  Enjoy the rest of summer.

• Markets continue to see increased volatility and we expect this to continue.
• It is important to have a plan and stick to it.  Stock volatility is normal.
• It is important to continue to focus on your household savings rate.  Target to save 20%+ of gross household income each year from all sources (including company 401k match).
• We believe that it is important to focus on what you can control in life and investing.  For investing, this is building low-cost globally diversified portfolios that target the higher expected returns of value companies, small cap companies, companies with positive momentum and companies with high profitability.  These factors don’t work all of the time but over 7 to 10 year rolling periods, they tend to add incremental returns.
• There is never a good time for a less than optimal portfolio.  If you need help, give us a call or email.
• Click below to download our slides for Q2 2016

QMR_Q2_2016 and market outlook

• The Perfect Storm May be Brewing 
• Risk Happens Fast!
• Keep Calm or Freak Out?
• The Pledge Most Advisors Won’t Sign!

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Thanks for reading.

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