The Numbers This Week

Posted on May 8, 2012 by The Weekly Commentary

Last week, U.S. Stocks and Foreign Stocks decreased and Bonds
increased. During the last 12 months, BONDS outperformed STOCKS.

Returns
through 5-4-2012

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds-
BarCap Aggregate Index

1.7

7.5

7.0

6.4

5.7

US
Stocks-Standard & Poor’s 500

-2.4

9.6

3.8

17.3

4.5

Foreign
Stocks- MS EAFE Developed Countries

-2.5

5.1

-16.7

7.0

-8.0

2.4

Source: Morningstar
Workstation. Past performance is no guarantee of future results. Indices
are unmanaged and cannot be invested into directly. Three, five and ten
year returns are annualized excluding dividends.

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

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