Fun Facts Newsletter | July 2014

Slow and steady wins the race. The financial markets have provided good returns in 2014 and with remarkably low volatility.

Here are general investment market returns as of June 30, 2014:

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Year to Date 2014
MSCI ACWI IMI Global Stocks +6.23%
S&P 500 US Large Co Stocks +7.14%
S&P Midcap 400 +7.50%
S&P SmallCap 600 +3.22%
DFA US REIT +5.15%
MSCI World EX USA Int'l Stocks +5.93%
DFA Int'l Emerging Markets Core Fund +7.40%
U.S. Aggregate Bonds +3.93%
U.S. Municipal Bonds +6.00%

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If one were to annualize these numbers by simply doubling them, 2014 would be a very good year, especially on the heels of 2013. If only investing were so simple. And let's not forget that 6 months is a short time in your time horizon.

As you can see above, investment returns have been tightly bunched together over multiple asset classes. We haven't had a major downturn in a while. Neither of these conditions are common or normal but we'll take them while we can!

Enjoy these summer days and let the financial markets work for you!

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