The Numbers

Posted on November 26, 2014 by The Weekly Commentary

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

Returns through 11-21-2014	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.1	5.3	4.9	2.7	4.1	4.7
US Stocks-Standard & Poor’s 500	1.2	13.7	17.3	22.7	16.0	8.1
Foreign Stocks- MS EAFE Developed Countries	1.0	-2.0	0.7	13.6	6.3	5.3

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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