Please find attached a review of the markets for the 4th quarter of 2015. This is a new report that we will continue to send out moving forward.
1) Performance of the various US and Global areas of the stock and bond markets.
2) A review of major news items that took place over the quarter, which reminds us that investors need to have a long term view and not place too much weight on any particular event.
3) The returns of globally diversified portfolios over the past 3,5,10 years which shows how risk and return are directly correlated over longer periods of time.
4) Lastly some commentary on the biggest piece of finance news from the quarter.
We hope this provides a good level of understanding and perspective on the markets. As always please feel free to reach out with any questions.