Q4 Market Review

Q4 Market Review

Happy New Year!  Here is our market update for Q4 2016.

  • Markets continue to see increased volatility and we expect this to continue.  Maybe much more volatility with President Trump.
  • It is important to have a plan and stick to it.  Stock volatility is normal even without a recession.  See page 7.
  • It is important to continue to focus on your household savings rate.  Target to save 20%+ of gross household income each year from all sources (including company 401k match).
  • We believe that it is important to focus on what you can control in life and investing.  For investing, this is building low-cost globally diversified portfolios that target the higher expected returns of value companies, small cap companies, companies with positive momentum and companies with high profitability.  These factors don’t work all of the time but over 7 to 10 year rolling periods, they tend to add incremental returns.
  • There is never a good time for a less than optimal portfolio.  If you need help, give us a call or email.
  • Check out these 2 important blogs.
  • Click the link below to download our slides for Q4 2016 (32 pages of important slides)

QMR_Q4_2016 and market outlook-final


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Please Remember: Past performance may not be indicative of future results.  Moreover, no current or prospective investor should assume that future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in any general informational materials or educational sessions, will be profitable or equal any corresponding indicated historical performance level(s).  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s retirement portfolio.  Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Integrity Investment Advisors, LLC and Integrity Investment Advisors, LLC is not providing services in jurisdictions that the firm is not registered or acting under an exemption to registration. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.

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You have successfully subscribed. Thank you! Here are some free resources - Video - A note from your future self - https://youtu.be/HKMYTLyhOGU 5 Free Checklists That May Save You Thousands – Really! Countless people need help in these areas. Checklists include: end of year tax planning, funding a child's college education, caring for aging parents, items to consider before you retire, critical documents to keep on file. Please like & share with family & friends. You can download the PDFs for free. https://www.integrityia.com/5-free-checklists-that-may-save-you-thousands-really/

Todd Moerman - Integrity Investment Advisors

Subscribe To OurBlog!We help Clients retire without getting killed in taxes!

Sign up for our blog to get timely and valuable information about the markets. Free checklists!  Your retirement will thank you!

You have successfully subscribed. Thank you! Here are some free resources - Video - A note from your future self - https://youtu.be/HKMYTLyhOGU 5 Free Checklists That May Save You Thousands – Really! Countless people need help in these areas. Checklists include: end of year tax planning, funding a child's college education, caring for aging parents, items to consider before you retire, critical documents to keep on file. Please like & share with family & friends. You can download the PDFs for free. https://www.integrityia.com/5-free-checklists-that-may-save-you-thousands-really/

Todd Moerman - Integrity Investment Advisors

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