The Numbers

Posted on March 4, 2015 by The Weekly Commentary

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

Returns through 2-27-2015	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.5	1.0	5.0	2.7	4.3	4.7
US Stocks-Standard & Poor’s 500	-.3	2.6	16.2	18.3	16.2	8.0
Foreign Stocks- MS EAFE Developed Countries	1.0	6.5	.5	9.4	7.4	4.9

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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Securities offered through Valley National Investments, Inc. Member FINRA SIPC. The Standard & Poor’s 500 (S&P 500), Morgan Stanley EAFE Developed Countries, and the Lehman Brothers Aggregate Bond Index are an unmanaged group of securities considered to be representative, in general, of the US stock market, the foreign stock market, and the US bond market, respectively. Opinions expressed are subject to change without notice and are not intended to be investment advice or to predict future performance. Consult your financial professional before making any investment decision. Past performance does not guarantee future results. Valley National does not purchase content for its newsletter from outside supplier/vendors. Valley National is in compliance with the current registration and/or notice-filing requirements imposed upon SEC registered investment advisers by those states in which Valley National maintains clients. Advisors of Valley National may only transact business in those states in which they are registered, or qualify for an exemption or exclusion from registration requirements. The Valley National newsletter, The Weekly Commentary, is limited to the dissemination of general information pertaining to investment advisory and financial planning services and other general information it believes would be of interest to its clients and friends. Nothing in this newsletter shall be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, and/or legal advice. Nothing in this newsletter shall be construed as an offer to sell, or a solicitation to buy securities. Nothing contained in this newsletter shall be construed as creating a planner client relationship by virtue of your access to this newsletter. Readers should not rely solely on any information contained herein to plan your estate, or invest your assets, or plan for your income taxes, or make any other financial planning decision. All trademarks and logos appearing herein are those of their respective owners. Information throughout this newsletter is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the reader. Copyright © 2019, Valley National Group, Inc. All Rights Reserved.

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