2015 Q1 Market Review


If you’re in the dark about what’s happening in the financial world, you might get caught off guard during bad market turns and fear can derail your retirement plans. Staying informed is a good habit that can help keep you on track. We try to make it easy by providing our readers with a summary of headlines and investment news from the past quarter in an easy-to-digest format.

Let Us Catch You Up

Most of our clients are busy and this might be the only news about investments they receive.  If you don’t have a lot of time, just check out pages 3 and 4.  You’ll see the overall performance of stocks and bonds this quarter on page 3, and page 4 gives you an overview of major news events over the past 3 months.

An outline is included below, but be sure to download a full copy of the quarterly market summary.

Click Here to Download Q1 Market Review

Notable Q1 Headlines

  • US Job Growth Strongest Since 1999
  • US, Cuba Open Talks of Re-Establishing Ties
  • Inflation Fell Short of Fed’s 2% Target
  • Household Wealth Hits Highest Level Ever
  • Nasdaq Composite Ends Above 5,000 for First Time Since Dot-Com Era
  • US Government Bonds Rise for Fifth Straight Quarterly Gain

Q1 Index Returns (Jan – March)

  • U.S Market + 1.8 %
  • Developed + 3.83 %
  • Emerging + 2.24%
  • Real Estate + 4.36%
  • U.S Bond +1.61%
  • Global Bond +2.25%

Notable Highs

  • Russia + 18.90
  • Denmark + 14.15
  • Silver + 6.13

Notable Lows

  • Greece ( -26.01)
  • Columbia (-18.86)
  • Brazil (- 15.39)

Click Here to Download Q1 Market Review