The Numbers

Posted on January 4, 2018 by The Weekly Commentary

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

Returns through 12-22-2017	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.5	3.5	3.5	2.2	2.1	4.0
US Stocks-Standard & Poor’s 500	-.3	21.8	21.8	11.4	15.8	8.5
Foreign Stocks- MS EAFE Developed Countries	.9	23.0	23.0	7.8	7.9	1.9

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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For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

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