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Perspectives For Retirement Plans Q1 2017



For you and your plan participants: Q1 2017 Perspectives Newsletter for Retirement Plans.

2016 Review & A Look Ahead

The stock market had a solid end to what had been a choppy year.  U.S. Equities, as represented by the S&P 500, were up 3.82% for the fourth quarter and 11.96% for the year including dividends. Most of the broad asset classes finished in positive territory. One standout was the Small Cap space within U.S. Equities. The Russell 2000 Index was up 8.80% in the last three months of the year and 21.30% for the year including dividends.

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What Is The Dow?
There are many ways to measure the US stock market and one very common way is the Dow Jones Industrial Average, usually called the Dow. Charles Dow and Edward Jones created this index in 1885 as a way to measure stock performance.
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2016 Q4 Model Portfolio Quarterly Performance

A quarterly performance update for Rafalko Advisors’ model portfolios.

View Updated Performance Results