2014 Q3 Market Review

If you’re in the dark about what’s happening in the financial world, you can get caught off guard during bad markets, and fear can de-rail your retirement.  Staying informed is a good habit, even if you’re not managing your own portfolio.  We try to make it easy by providing our readers with a summary of headlines and investment news in a easy-to-digest format.

Let Us Catch You Up

Most of our clients are super busy, so this is the only news about investments they receive.  It’s incredibly simple, so if you don’t have a lot of time, just check out page 3 and page 4.  You’ll see the overall performance of stocks and bonds this quarter (page 3) and page 4 will give you an overview of the major news events over the past 3 months.

I’ll include an outline below, but be sure to download a full copy of the quarterly market summary. Also, I highly recommend reading the article on the last page to gain some added perspective on how to be a more rational, more successful investor. You’ll be glad you did!

2014 Q3 Market Review

Notable Q3 Headlines

  • U.S. Led Airstrikes Aid Syrian Kurds, Target Islamic Oil Assets
  • U.S. New Home Sales Surge 18% in August, Highest Level since 2008.
  • Ebola Virus Crisis Worsens for Lack of Global Help.
  • U.S. Bank Profits Near Record Levels
  • Resurgent U.S. Dollar Fuels Rally
  • U.S. Says Missile Downed Malaysia Airlines Plane over Ukraine

Q3 Index Returns (Jul – Sept)

  • U.S Market  + .01 %
  • Developed  – 5.74 %
  • Emerging – 3.5%
  • Real Estate  – 4.07%
  • U.S Bond +.17%
  • Global Bond +2.01%

Notable Highs

  • UAE + 22.26
  • EGYPT + 20.05
  • COFFEE + 7.95

Notable Lows

  • GREECE ( -20.58)
  • PORTUGAL (-19.75)
  • RUSSIA ( – 15.36)

DOWNLOAD THE 2014 Q3 MARKET SUMMARY HERE.